Purge Special Order/Obsolete Products

Access

Use this routine to purge from the Product file selected obsolete products or special-order (temporary) products created on-the-fly Performed simultaneously, in the midst of another routine. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings. via order entry.  Note that before you can purge products, you must first build a purge list.  Use this program to

• create a list of products to purge,

• print or display the list,

• clear the list without purging, or

• purge the products on the list.  

Qualifying for the Purge List

When compiling the list of products to purge, the program includes only special-order or obsolete A product with a purchase status of either D (dropped), T (discontinued), or P (purge) products with no activity, meaning products with no quantity

• on hand,

• reserved A line-item status indicating the system was able to find and allocate inventory to the line item.,

• on sales or service orders (if the order is closed, it must purge from the system before you can purge the product),

• on layaway A sales transaction in which a customer leaves a deposit to reserve specified merchandise.,

• on transfers,

• in as-is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc. status,

• on back-order,

• on open purchase orders*,

• with cost exceptions, and

• having a last-sold date that falls outside the number of days specified at the Days With No Activity field below.

In addition, the program excludes products with any invoice history or associated costing data.  The system purges that data based on the settings in the Point of Sale Control Settings (Customer Retention Months field) and the Costing Control Settings, respectively.

 *If Third-Party Accounting is active, received purchase orders remain open until they have been AP approved via Enter Multiple Vendor Invoices (AP Approval) and closed during the subsequent End-of-Day processing. The End-of-Day process closes purchase orders provided the orders have been completely AP approved.  

Products flagged for purging do not appear in the sales-related version of the Search for a Product window.

Product Type To Purge

Action Type

Product CategoriesUse this field to indicate the category or categories you want to include in the purge list. You can select one, multiple, or All categories. To include a single category, select a specific category code at this field. To report on All Categories, leave this field blank. To include multiple categories, use the Multiple Product Category Selection screen (available from Actions) to select the categories for this purge list.

Days With No Activity

Date List Was CreatedIf a purge list is present (that is, a list has been created but the purge not completed), the date the list was created displays.

List Created ByIf a purge list is present (that is, a list has been created but the purge not completed), the ID of the user who created the list displays.

Number Of Items In ListIf a purge list is present (that is, a list has been created but the purge not completed), the number of products on the purge list displays.

Exclude Kits with Active ComponentsWhen compiling the list of products to purge, the program includes kit master products.  To exclude kit masters containing one or more active components (see Qualifying for the Purge List above), check the box at this field. Otherwise, leave the field blank. This field is active only if you select Obsolete at the Product Type to Purge field and a purge list doesn't already exist.  

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

Once the run-time options have been selected, choose Run to perform the Action Type selected.