Clear History
Before you start
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Print reports to check usage.
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Assign Inactive status to all records you want to delete.
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Make sure that the records are not used anywhere, and update dependent records if necessary.
For example, you cannot delete account sets, categories or locations that are used by items records, and you cannot delete a bill of material that is used as a component in a multi-level BOM.
To clear history:
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Open Inventory Control > I/C Periodic Processing > Clear History.
Click here for help on Clear History fields.
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To clear transaction history, select the Transaction History option, then select the year and period up to which to clear history.
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To clear transaction statistics, select the Transaction Statistics option, then select the year and period up to which to clear statistics.
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To clear sales statistics, select the Sales Statistics option, then select the year and period up to which to clear statistics, and the range and type of records to clear.
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To clear printed posting journals, select the Printed Posting Journals option, then select the type of posting journal to clear and the day-end number up to which to clear.
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To clear item labels that you printed from receipts, select the Printed Labels option, then specify the range of receipt numbers to clear.
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To clear contract prices that are no longer valid, select the Expired Contract Prices option, and then specify the expiry date that you want to include.
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To clear transactions, select the Transactions option, then specify the most recent transaction date that you want to clear. Note that you cannot drill down to deleted transactions, or do returns for deleted receipts.
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To clear serial numbers, select the Serial Numbers option and specify the date up to which you want to clear the numbers. You can also choose to clear numbers that have expired contract information.
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To clear lot numbers, select the Lot Numbers option and specify the date up to which you want to clear the numbers. You can also choose to clear numbers that have expired contract information.
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To clear serial number history, select the Serial History option and specify the date up to which you want to clear. You can also choose to clear history with expired warranty information.
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To clear lot number history, select the Lot History option and specify the date up to which you want to clear. You can also choose to clear history with expired warranty information.
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Click Process to clear the specified data.
After using
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Print new copies of the lists of the types of records you deleted, to update your files with current information.
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Click the following link for more help, and click the Field List button at the top of this topic for information about fields on the form: