Managing Obsolete and Slow-Moving Inventory

  1. Run the Item Not Used Report to identify items for which no material transactions have been recorded for the date range you specify. The results of this report may help you identify items that should be flagged as Obsolete or Slow-Moving.
  2. Access the Items form, Controls tab.
  3. Run the Item Where Used Report to determine where the items you plan to flag are currently used in the system. For all future transactions, the system will stop you from purchasing or manufacturing obsolete items, and will warn you when you purchase or manufacture a slow-moving item. However, it is up to you to discover and act upon all pre-existing transactions.
  4. On the Items form, in the Item field, enter the item code for the item you wish to flag. The Description appears.
  5. In the Material Status field, select Obsolete to flag the item as obsolete. Select Slow-Moving to flag the item as slow-moving. Accept the default of Active for all items which should be bought, sold, and made without restriction.

    Or, you can change the status of a range of materials using the Change Item Status Utility.

  6. If the Backflush check box is selected for this item on the Items form, Controls tab, clear the check box. You should not backflush items that are obsolete or slow-moving. The system will not display warning or error messages if you do backflush these items.
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