Deleting Item Records

Use the Items screen to delete inventory item records one at a time. (This is the same screen you use to add items to Inventory Control.)

Tip: Use the Delete Inactive Records screen in the I/C Periodic Processing folder to delete groups of inactive item records.

  • Make sure that:

    • The quantity of the item in stock at each location, on sales order, and on purchase order is zero. You can delete an item record only if the item has zero quantities and no outstanding amounts on order.

    • 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.
  • Print the Item Status Report to identify inactive item records and their quantities on hand, on purchase order, and on sales order. Select the Inactive Items option from the list beside the Print field. Select also the Profile option and the Quantity By Location option. For more information, see Printing the Item Status Report.
  • Print the Item Valuation Report to determine the total cost of each inactive item on the Item Status report. For more information, see Printing the Item Valuation Report.

To delete an active item record:

  1. Open Inventory Control > I/C Items and Price Lists > Items.

  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:

Note: 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. Open Inventory Control > I/C Items and Price Lists > Items.

  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.