Are there requirements to run Remove Trx History for an item?

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Posted on by Renee Leung

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Trying to run Remove Transaction History for one item. When processed, the report shows nothing was removed. When a Smart List or Inquiry is run, there are a bunch of documents so we know there is still history. All documents have a posted document status but some are unposted posting status. When you try to double click on the items in the Smart List, it shows they are posted. Are there requirements to running this utility so that it will remove history? What are the alternatives for removing history if this utility does not work. The end goal is to delete an item. This is the last step needed for deleting it.

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L Vail 65,271 on at

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Hi,

The documents need to be in history, not just posted. You can't have the item on any SOP or POP document that isn't in history. What kinds of transactions are you seeing in SmartList?

Removing transaction history is only removing transaction history from the inventory transaction tables. You may still have the item in sales, or purchasing.

If your goal is to delete the item, you could discontinue it, zero it out, and then remove it as part of year end close (see below):

You need to make sure it doesn't have any quantities assigned to it. You can check this out in the Item Inquiry window. Open Item Inquiry and look at the right hand side, make sure all of the numbers are zero:

All of the following quantity fields should be zero:

On Hand

Allocated

On Order

Returned

In Use

In Service

Damaged

It cannot exist on any POP document not in the History table

It cannot exist on any SOP document not in the History table

It cannot be on any unposted inventory transaction

It cannot be in the midst of an in-transit transfer

It cannot be a component on a bill of materials

It cannot be a component of a kit

It cannot have any manufacturing order history

It cannot be a finished good that has a bill of materials

It cannot be a subassembly on another finished good

It cannot have any item transaction history

It seems that the item cannot be assigned to a site, I'm not 100% on that

You can't be maintaining history.

Seems like there's a SQL script out there that you could run and it would test all of the different requirements, but I can't find it right now.

Kind regards,

Leslie

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Renee Leung 6,775 on at

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Thanks Leslie for the detailed explanation! The Smart List pulls up posted SOP documents. There are also posted Inventory Receipts. Would we need to run the Paid Sales Trx routine to remove the SOP docs? What would be the correct routine to remove IV Receipts to history? The IV Remove Trx Activity removes zero documents currently.

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L Vail 65,271 on at

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With the PO Closed, you should be able to move it to history. To move completed POs to history select Remove Completed Purchase Orders from the Routines content of the Purchasing Area Page. The Remove Completed Purchase Orders window will open. Select a PO Document range and Insert it into the Restrictions box. Click the Restrictions button to open the Restrict Purchasing Documents window. You can see which POs can be moved to history in this window. Once you are satisfied with the selection of POs, click the Process button.

The Paid Sales Transaction Removal routine does not impact inventory, only the receivables module. When the SOP document was posted, the inventory transaction was created.

Give it a go and let me know if you can finally delete that pesky inventory item.

Just as a follow-up, a Quantity in the Sold quantity doesn’t make a difference, neither does a vendor assignment.

Kind regards,

Leslie

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Renee Leung 6,775 on at

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Thanks SO much Leslie, but still, this pesky item won't delete! It is not a finished good. All SOP documents and POP documents are in history. There are 0 qtys for all fields in the Item Inquiry. I've removed all site/bin relationships, removed all period and assembly history. When I run the Inventory Remove Trx History, zero documents are removed, which says to me there are no inventory trx's in history! It has also been removed from all BOMs. Any ideas??

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Renee Leung 6,775 on at

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Follow up. Leslie, it was the Remove Distributions routine I failed to run! That did the trick. I did not realize you had to run each of the 'remove' funcitons under inventory. Thanks SO much for your detailed explanations!!

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Beat Bucher GP Gee... 28,058 Moderator on at

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Hi Renee,

Have you tried to run a Check-links against your Sales module in GP ? it may fix your issue by removing orphaned records... which can sometime happen during posting processes that got interrupted for any reasons...

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Renee Leung 6,775 on at

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Thanks Beat! But I discovered the cause of the issue. Following support.microsoft.com/.../933028 as well as Leslie's suggestions, I was still receiving the same error about the item being on a BOM (same error message in the KB). The following are the additional steps I took to delete the item:

- remove item as a Finished Good on a IV BOM

- run the IV > Remove Trx History

- IV > Remove Distributions

- IV > Remove Period History

- IV > Remove Assembly History

Finally, I was able to delete the item thereafter.

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L Vail 65,271 on at

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Woo hoo! Success is sweet!

You didn't need to remove the period history, but heck, when you're on a roll, go for it!

Did your 'remove' windows not come up with the distribution automatically checked?

Kind regards,

Leslie

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Renee Leung 6,775 on at

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Hi Leslie, the window did come up with the Distributions box checked, but when processed, zero records were removed. I'm not sure why the distributions wouldn't clear using this window, but did for the Remove Distributions utility. Bad data might be my only guess.

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