Before Clearing History
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Run Day End Processing to update Inventory Control transactions and statistics that could affect records you want to clear. (You should run Day End Processing even if you cost items during posting.)
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Determine the fiscal year and period through which to clear transaction statistics, sales statistics, and transaction history.
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Determine the day-end number through which to clear printed posting journals, the date through which to clear serial numbers, and the receipts for which to clear printed item labels.
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For transactions:
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Make sure that you no longer want transactions for drilldown purposes. You cannot drill down to transactions if you delete them.
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Make sure that you want to delete the receipts. You cannot enter returns for receipts after you delete the receipt transactions.
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Print reports of the data you want to clear. For example:
Before clearing transaction history, print the Transaction History report for the transaction history you plan to clear.
Before clearing transaction statistics, print the Transaction Statistics report for the statistics you plan to clear.
Before clearing sales statistics, print the Sales Statistics report for the statistics you plan to clear.
Before clearing expired contract prices, print the Contract Pricing report.
Before clearing posting journals, print a copy of each posting journal you want to clear to a printer or file. If you use the Create G/L Batch icon to create the general ledger batch, print the G/L Transactions report for the journals. Note that you must print the G/L Transactions report before you use the Create G/L Batch icon.
You must have Printer or File set as the printer destination when you print posting journals that you want to clear.
Before clearing serial/lot numbers assigned to shipped and returned items, print the Serial/Lot Transactions report for the numbers you plan to clear.
See also