Clearing History

Use the I/C Clear History screen to selectively clear (remove) data from your Inventory Control system.

  • Print reports to check usage.
  • Assign Inactive status to all records you want to delete.
  • Make sure the records you want to delete 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.

  • 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.)
  • Determine the fiscal year and period through which to clear transaction statistics, sales statistics, and transaction history.
  • 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.
  • For transactions:
    • Make sure that you no longer want transactions for drilldown purposes. You cannot drill down to transactions if you delete them.
    • Make sure that you want to delete the receipts. You cannot enter returns for receipts after you delete the receipt transactions.
  • Print reports of the data you plan to clear. For example:
    • Transaction History. Print this report for transaction history.
    • Transaction Statistics. Print this report for transaction statistics.
    • Sales Statistics. Print this report for sales statistics.
    • Contract Pricing. Print this report for expired contract prices.
    • G/L Transactions. If you use the I/C Create G/L Batch screen to create the general ledger batch, print this report for the journals.

      Note: You must print the G/L Transactions report before creating the general ledger batch.

    • Serial/Lot Transactions. Print this report for serial/lot numbers that are assigned to shipped and returned items.
  • Print a copy of each posting journal you plan to clear.

    Note: When printing posting journals that you want to clear, you must use Printer or File as the printer destination.

To clear history:

  1. Open Inventory Control > I/C Periodic Processing > Clear History.

  2. Select the types of data you want to clear. More...

    You can clear the following types of data:

    • Transaction history
    • Transaction statistics
    • Sales statistics
    • Printed posting journals
    • Printed item labels
    • Expired contract prices
    • Transactions
    • Serial numbers
    • Lot numbers
    • Serial history
    • Lot history

    You can clear one or more types of data at the same time.

    For more information, see I/C Clear History Screen.

  3. Click Process to clear the specified data.

Print new copies of the lists of the types of records you deleted, to update your files with current information.