Set Inactive Inventory Items

Set Inactive Inventory Items

Purpose

This document outlines how to utilise the ‘Set Inactive Inventory Items Report” in COSTAR to automatically set inventory items to “Inactive” based on the following rules:

  1. Zero on-hand quantity
  2. Zero quantities committed
  3. Zero on order
  4. Not present on a work-in-progress (WIP) document
  5. The product is not part of an active Package or Kit
  6. There has been no activity (meaning all transactions including Sales, Transfers, Receipts, Adjustments) in the last ‘X’ number of months. You must define ‘x’ number of months in the properties of the report’, it cannot be blank or zero.

Selections for this function are; Supplier, Type, Manufacturer, Size, Discontinued Product and Model.

OR

You may set ‘Discontinued” Items to “Inactive” status according to the following rules:

  1.  Discontinued Items must have zero on-hand quantities. 
  2.  Zero quantities committed
  3. Zero quantities on-order
  4. There has been no activity (meaning all transactions including Sales, Transfers, Receipts, Adjustments) in the last ‘X’ number of months. You must define ‘x’ number of months in the properties of the report’, it cannot be blank or zero.

Creating the ‘Set Inactive Inventory Items’ Report

1.      Click on Inventory

2.      Click on Inventory Reports

3.      Select the Set Inactive Inventory Items…

4.      Add the required details to the System Override window which may be present due to your Employee Permissions settings.

5.      Click on New

6.      Give the report a meaningful description

7.      Set the period for the inactive items to be considered or the discontinued items activity range.

8.      Select to Exclude Items that exist in a catalogue as appropriate

9.      Ensure that Preview is selected - this will allow you to check the items before making them inactive. Please Note: there is no “undo” function, so if this is not selected the items will be actioned.

10.  Add any Selections that you require (Specific Items, Manufacturers, Suppliers, Product Tures, Size, etc.)

11.  Click OK

12.  Click on Prepare

Once you have reviewed the preview and are satisfied with the results, you can action the listed items by:

1.      Reopen the report Properties

2.      Remove the check from the Preview option

3.      Prepare the report

The Report will be prepared and sent to the screen (without the word “Preview” in the title, so that you can print it. Any items that were on the report will now be marked in COSTAR as inactive with their full history still available.

Individual Items can still be made inactive as required.

If you have any questions regarding this process at all, please contact the Microhouse Support Team.



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