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News

NEW Purge Stock Items ENHANCEMENT

12/19/2019

 
New Feature!
This program (IS-06-05-09) allows you to remove inactive stock items (IS-07-01) along with related records. It requires a security level of 9 for Inventory Control (system 6).
 
No Activity Date
Specify the inactivity date to determine if a stock item has been inactive in order to be selected for the purge. A stock item will be selected for purge only if all of the following are true:
  • All of the following dates are prior to the period specified:
  • Last Sale date
  • Last Invoice date
  • Last Receiving date
  • Last PO date
  • Last Adjustment date
  • All item quantities are zero
  • XL Period Sales amounts are zero for the current year
  • There are no current orders
  • The item is not included in any standard bills or assembly kits
 
Vendor Catalog Record
Specify how to process related vendor catalog records:
  • D – Delete Vendor Catalog records associated with the deleted stock item
  • S – Save as a Non-Stock Vendor Catalog record
 
For stock items that are purged, the program will also purge the following related records (if applicable):
  • Extended Data
  • Notes
  • Stock Price Overrides
  • Commission Overrides
  • Tax Overrides
  • Cross-reference records
  • Vendor catalog (depending on the runtime option specified above)
 
After the purge, you will have the option to print a report with status information that includes all stock items that qualify as inactive based on the date entered and a status comment for items that could not be purged for other reasons.

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  • SouthWare
  • Events
    • 2023 User Conference
    • Webinars
    • 2022 Conference Resources
    • 2021 Conference Resources
    • 2020 Conference Review
    • 2019 User Conference Review
    • 2018 User Conference Review
  • Resources
    • StayCurrent
    • Solutions >
      • AvaTax by Avalara
      • EazyStock
      • Aptean CRM
      • Aris Power BI
      • BTM MMS - Manufacturing
      • OpusScan
      • StarShip
      • Warehouse Tracking
    • Webinar Videos
    • Year End Processing
    • Service Status Pages
  • About & Contact