Maintenance

To purge item movements

Note: This task requires single-user access. See Single-user file locking for more information.

  1. Print all the reports that you wish to keep that show the item movements you'll be purging. You might consider printing an Item Movement Report, on which you can include whatever information you need about the item movements you're about to purge.


  2. Open the Inventory Command Center.


  3. Choose Purge Item Movements from the File menu to open the Purge Item Movements window.


  4. Click the Back Up button to make a backup of your company file. Clearly mark this backup and put it in storage as part of your permanent records. (If you've just purged closed invoices, closed bills or journal entries and made a backup during one of those procedures, it's not necessary to make another backup for item movements.)


    Note:  Make a backup before purging
  1. Click the Continue button. From the Purge Item Movements BEFORE lists, enter the first month and the fiscal year from which you don't want to delete item movements. All item movements dated prior to the month of the fiscal year you select will be marked for purging.


  2. Click the Continue button. The next window lists all the items whose item movements match the criteria you entered in the first Purge Item Movements window.


  3. From the list, select the items whose movements you want to purge. If you wish to keep movements for any item, click the x that appears next to that item's name to remove it.


  4. Click the Purge Item Movements button.


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