Discontinued items in Inventory not being deleted at Year end

  • Discontinued items in Inventory not being deleted at Year end

    Posted by MARY MALLAZZO on March 3, 2021 at 9:33 am
    • Mary Mallazzo

      Member

      March 3, 2021 at 9:33 AM

      Hello
      We have items in the inventory item master that are both inactive and discontinued.Ā  Yet when we run the Inventory yearend they are not being removed.
      We currently are not tracking inventory, so they have no balances on hand.Ā  We are planning on starting to track inventory this year.Ā  We were hoping we could use this yearend procedure to clean up the item master before we started to track inventory.

      Thank you

      ——————————
      Mary Mallazzo
      Fromkin Brothers
      Edison NJ
      ——————————

    • Samantha Higdon

      Member

      March 4, 2021 at 6:23 AM

      Hi ,

      There are several criteria that must be met for a discontinued item to be removed from the system.

      1.Ā  Item Type = Discontinued
      2.Ā  0 quantity on hand
      3.Ā  Not on any un-posted inventory, PO, or sales transaction
      4. Cannot be a component of any kit item
      5. Cannot be a component of any BOM
      6. Cannot be a BOM itself

      It sounds like you’ve got the item set to Discontinued and it sounds like the QTY on hand should be 0 (possibly double check to be sure?).Ā  Based on your message it seems like 4-6 would be the next place to check before looking for something deeper (data issues, corruption, etc.)

      Does that make sense?Ā  if you have any questions, please let me know.

      Thanks,

      Samantha

      ?

      ——————————
      Samantha Higdon ,CPA,CGMA
      Consultant
      Lagom, LLC
      Carmel IN
      ——————————
      ——————————————-

    • Mary Mallazzo

      Member

      March 10, 2021 at 11:59 AM

      Samantha
      Thank you.Ā Ā 
      There appears to be old “garbage” resulting in OH qty. associated with the items in question.

      Thanks for the suggestions!

      ——————————
      Mary Mallazzo
      Fromkin Brothers
      Edison NJ
      ——————————
      ——————————————-

    MARY MALLAZZO replied 5 years, 3 months ago 1 Member · 0 Replies
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