Deleting Material Transactions

  1. Open the Delete Material Transactions form.
  2. Select the check boxes to delete the material transactions for these reference types:
    • SRO
    • Sales Order
    • Parts Order
    • Inventory Purchase Order Transfer
  3. Select the material transaction types to include in the removal:
    • Adjustment
    • Misc Receipt
    • Misc Issue
    • Stock Move
    • Other Cost
    • Receipt
    • Ship
    • Transfer
    • Transfer Loss
    • Cycle Count
    • Physical Inventory
    • Finish
    • Labor/Next Operation
    • Issue/WIP Change
    • Withdrawal/Return
    • Split/Merge/Create
    • Scrap
  4. For these fields, select the range of values to include in the removal:
    • Item
    • Location
    • Transaction
    • Transaction Date
  5. Select Increment Date to automatically increment the date range.
  6. Select Preview and click Process to populate the grid.
  7. Select Commit and click Process to run the utility and delete the records.
Parent topic: Inventory Overviews & Procedures