How do I clear down stock history?

Summary

There may be instances whereby you wish to cleardown the history on a stock code E.g. an item that is regularly sold, like an oil filter and you wish to reduce the amount of entries on the stock history report for that item, or it maybe an old part that you wish to remove completely (You cannot do this without first clearing down the history).

This article explains have to both consolidate\reduce your history down or delete it completely

WARNING: Once History has been removed it CANNOT be retrieved, USE WITH CAUTION.

More Information

Go to " Systems Stock Control Maintenance Options Stock Code/History Deltetion Stock History Clear Down".

• Here you will be presented with the following options:

• From\To Depot
• Stock Group
• From\To Stock
• Cleardown to
• Method

From\To Depot

This allows you to specify a particular stock depot to consolidate\remove the history on. You can either leave this blank and the system with perform your chosen action on all stock in all depots or you can specify a range or single stock depot code for the system to use.

Stock Group

This allows you to specify a particular stock group to consolidate\remove the history on. You can either leave this blank and the system with perform your chosen action on all stock in all groups or you can specify a single stock group for the system to use.

From\To Stock

Again this allows you to specify a particular stock code to consolidate\remove the history on. You can either leave this blank and the system with perform your chosen action on all stock codes or you can specify a range or single stock depot code for the system to use.

Cleardown to

This option allows you to enter the End Date to remove/consolidate history records up to.

E.G.: If you were to enter tomorrows date the system would perform your chosen action on all history upto and including today

Method

This Dropdown menu has 4 options:

• Remove - Any History will be completely gone from the system
• Yearly, Monthly, Daily - history will be compressed to just a single entry per account per depot per Year, month, day.

Complete consolidation leaves the minimum level of history ( Year Consolidates stock history down to one record per year, Month Consolidates stock history down to one record per month, by day Consolidates stock history down to one record per day, while removal leaves none and history will by completely gone from the system.

WARNING: Once History has been removed it CANNOT be retrieved, use with caution.

See also

• Platinum Dates

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Keywords AND Misspellings

cleardown, clear, down, remove, history, stock, part, stock code, sales, Obsolete, Aged, delete