Deleting Item Records

Use the Items form to delete item records in Inventory Control.

Before deleting item records

If you plan to delete an item record, you must first make sure that:

• The quantity of the item stored at each location is zero.

• The total cost of the item at each location is zero.

• You have run day-end processing if you have posted any transactions for the item since the last day-end processing, and have completed all receipts involving the item.

• The item is not a master item or component item for a bill of material.

You can delete an item record if the item has zero quantities and no outstanding amounts on order.

Before trying to delete an item record, you may prefer to assign the Inactive status to the record, to ensure that no further transactions are posted to it. You can then wait until the end of the fiscal or calendar year to delete it (depending on the method you use to accumulate item statistics).

You can also use the Delete Inactive Records feature to delete inactive item records.

To delete an active item record

Use this method to delete an item record:

1. Double-click the Items icon in the Items And Price Lists folder.

2. Enter the code for the item record you want to delete or select it from the Finder.

3. Select the Inactive option.

4. Click Save to save your changes.

5. At the end of your fiscal year or calendar year, use Delete Inactive Records (in the Periodic Processing folder) to delete the item record.

To delete an unused item record

Use this method to delete an item record if you added it by accident or if you have not yet posted any transactions for the item:

1. Double-click the Items icon in the Items And Price Lists folder.

2. Enter the code for the item record you want to delete or select it from the Finder.

3. Click Delete.

4. If you see a message asking you to confirm that you wish to delete the record, click Yes.