Review

1. Prepare your data by keeping it clean.
2. Plan optimal time for the purge process(es) to run.
3. Plan when to do the purge process.
4. Set the parameters.
5. Verify the results.
6. Plan when to do again.
7. Do Month End (Payables) monthly.
8. Do Month End (Receivables) monthly.

Long-Term Plans

1. Keep data clean by closing records. For example, POs, invoices, credit requests, etc. Use reports in the specific modules to monitor.
2. Discontinue old item/inventory records.
3. Inactivate old vendors no longer used.
4. Schedule regular purge processes.

Miscellaneous Tips

How to discontinue item/inventory records:

1. In Item Maintenance module, check the Discontinue check box to discontinue for all Inventory Locations.
2. In Inventory Maintenance module, check the Discontinue check box to discontinue for that Inventory Location only.
3. In Item Maintenance module, in the Copy/Add Inventory Records dialog, check/select Discontinue, then in the Inventory frame, highlight to select the Inventory Location(s).