| Deleting
outdated information from the inventory data files is optional, but
removing outdated information from the files reduces file size and
therefore improves system performance.
1._____ Backup data files.
2._____ Select the Purge Selected Files function on the Periodic
Processing menu.
3._____ To remove lots with a quantity of zero:
- Print the Items Locations List on the Master List menu. Select YES
for Print Location Information? and Lot Information?.
- Enter the oldest sale date for a zero quantity lot that you want
to retain in the file in the Zero Quantity Lots with Sale Dates
Before? field.
4._____ To remove outdated alternate items:
- Print the Item Detail List on the Master List menu. Select YES for
Print General Information? and Alternate Items?.
- Enter the oldest date used for the End Date field for Alternate
Items you want to retain in the file in the Alternate Items with End
Dates Before? field.
5._____ To remove outdated price promotions:
- Print the Promotional Pricing List on the Master List menu.
- Enter the oldest date used in the End Date field of price
promotions you want to retain in the file in the Promotional Pricing
with End Dates Before? field.
6._____ To remove outdated bin numbers:
- Print the Items Locations List on the Master List menu. Select YES
for Print Location Information? and Bin Information?.
- Enter the date of the oldest physical count you want to retain bin
numbers for in the Bins with Last Physical Count Date Before? field.
7._____ To remove outdated serialized history and serial numbers:
- Print the Item Locations List on the Master List menu. Select YES
for Print Location Information? and Serial Information?.
- Print the Serialized History Report on the Reports menu.
- Enter the oldest date for invoices that you want to retain serial
numbers and history for in the Serialized History and Number with
Invoice Dates Before? field.
8._____ If you selected to save lot history, to remove outdated lot
information:
- Print the Lot History Report on the Reports menu.
- Enter the oldest invoice date you want to retain lot information
about in the Lot History with Invoice Dates Before? field.
9._____ If you are saving detail history, to remove outdated inventory
transaction information:
- Print the Transaction History Report on the Reports menu.
- Enter the date of the oldest transaction you want to retain
information about in the Detail History with Transaction Dates
Before? field.
10._____To delete outdated summary history information:
- Print these reports:
- ___ Inventory Movement Report
- ___ Trend Analysis Report
- ___ Valuation Report
- ___ Gross Profit Analysis Report
- ___ Cost Variance Report
- ___ Sales Analysis Report
- ___ Slow/Fast Movement Report
- Enter the oldest fiscal period and year that you want to retain
summarized information for in the Summary History Dated Before
Period/Year? field.
11.____ (OPTIONAL) Delete any inventory items you no longer need. Use
the Change File Size function on the Data File Maintenance menu in
Resource Manager to rebuild these files:
- ___ INAIxxx
- ___ INKYxxx
- ___ INLSxxx
- ___ INUPxxx
- ___ INBNxxx
- ___ INLDxxx
- ___ INQLxxx
- ___ INVExxx
- ___ INCJxxx
- ___ INLOxxx
- ___ INQTxxx
- ___ INVIxxx
- ___ INCSxxx
- ___ INLPxxx
- ___ INUMxxx
- ___ INXTxxx
12.____ (OPTIONAL) If you are using serialized and/or lotted items, use
the Change File Size function to also rebuild these files:
- ___ INLSxxx
- ___ INSNxxx
- ___ INLTxxx
13. ____ Run the Rebuild Item Quantities function on the Periodic
Processing menu to update the Committed, In Use, and On Order fields in
the Inventory Quantity Totals file, INQTxxx. These quantities are
recalculated based on the transaction files for all applications for the
company that are interfaced with inventory. All applications that are
interfaced with inventory must be at least at version 5.2x. |