Cleaning Up Inventory Records

Explanation

This activity is used to remove location records created for inventory parts that have a zero quantity on-hand and are not frozen. This activity is performed prior to generating a count report. Records pertaining to receive inventory part and issue inventory part transactions will be deleted through this operation. This is useful, for example, when the part becomes obsolete or the warehouse no longer exists.

Location records for both serialized or configurable parts will be deleted through this operation. You can specify the number of days prior to today's date (i.e., system date) and the site for which the records should be removed. The last transaction date for the location of the inventory part is used to determine if a cleanup should be performed.

Prerequisites

N/A

System Effects

• All records with an on-hand quantity of zero and a last transaction date prior to the number of days specified in the Days Before Current Date field, are removed from the Inventory Part In Stock, Receive Inventory Part and the Issue Inventory Part windows.
• If you have scheduled the task as a background job, the task will be automatically performed based on defined selection criteria.There will be one background job per site if there are multiple sites [i.e., if you run the task with the wildcard character (%)].

Window

Cleanup of Inventory

Related Window Descriptions

Cleanup of Inventory

Procedure

You can either perform a cleanup of inventory records directly (procedure A), or schedule the task as a background job (procedure B).

A. To perform a cleanup of inventory records directly:

1. Open the Cleanup of Inventory dialog box.
2. Enter a value in the Site field or click List to select one from the List of Values. If you enter the wildcard character (%), records from all the available sites defined for the user will be included.
3. If you want to perform the cleanup for a specific project, enter a value in the Project ID field or click List to select one from the List of Values. You can include multiple projects by using wildcard characters. If you enter the wildcard character (%), all records will be included regardless of whether they are in project or standard inventory.
4. Enter a value in the Days Before Current Date field. Inventory records created before the specified number of days (prior to today's date) will be deleted. 
5. In the Specified Location Type group box, click No, include all location types to remove records in all location types, or click Yes to specify the location type for which the records should be removed.
6. To remove the records created for the parts with serial numbers, select the Serial Numbers Only check box. To remove the records created for the parts with configurations, select the Configurations Only check box. To remove the records created for the parts with a handling unit ID, select Handling Units Only check box. Select all three check boxes to remove the location records for the parts containing both serial numbers, configurations and handling units.
7. Click OK to perform the operation.

Note: Click Default if you want to use the default settings.

B. To Schedule a cleanup of inventory records as a background job:

1. Click Schedule and follow the steps of the wizard.