Issues with Bulk Replication of Data
We have a use-case where we would like to freeze a snapshot of month-end Inventory levels in a table that is a "clone" of our already existing Perpetual Inventory table. In my mind, it's so easy lol...
Forum Discussion
If you created an exact copy of the existing table - are any of these fields formulaic in your primary data? Inventory on hand sounds like it might be a summary or formula field. In your new table - in order to copy it over you will need to convert it to a scalar/entry field so that you can port over the values.
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Chayce Duncan
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Oh yes...there are a lot of formula fields in there. Do you know if there are limitations around fields that are references/lookups from other tables as well? Upon further review that seems to be the case.
I'm newer to QB, so when you say convert it to scalar/entry, what is best practice for that?
Appreciate the reply!
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Dave Brian
------------------------------Since you're doing a true snapshot - you just want to convert them all to be entry fields so that nothing can change. So if in your original table the field was formula-numeric - you want to change the type to just be 'Numeric'. Do that across the board for any field that is a formula, summary field, lookup etc. The idea is that in your new table you won't have the same relationships or data feeds, so you're just storing all that data in a way that it can never change this way.
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Chayce Duncan
------------------------------ahhh - that makes sense! I'll give that a shot and see how it goes. Gonna be awhile given the number of fields in this clone.
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Dave Brian
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