Carlota-

Your question requires more to understanding what you are trying to accomplish with your inventory, since resetting your inventory quantity is not normal and does affect other aspects of your program.  I would recommend working with a support analyst to discuss your issue and what are the best options for your company.

Sincerely,

Coleen

Coleen,   

We want to clean up the inventory, deleting obsolete parts (rolls) since we've been using Sage BW for decades.  Some of the roll goods that are in the system always have an on-hand balance because we don't sell the rolls; a portion of the roll goods are used in manufacturing to make another product.   The on-hand balance isn't accurate any way and the on-hand balance is not utilized.

I appreciate your input.

Carlota

Wouldn't a Physical Inventory do the zeroing out that you are looking for and "keep" the books correct (providing a variance report)

Deleting PARTS that have history or inventory will take until the PAST history months expire
( how long does BW hold on to data?)

Vince- it would update your quantity for the part, but - as in all transactions - it will also post to your general ledger.  So you would want to review your general ledger after your postings and make any necessary adjustments if needed. 

I know that , I'm replying to Carlotta's 2nd post about cleaning up the inventory by DELETING parts

I have had old transactions hold up the complete deletion of a PartID by up to 4 years because of the history and GL

If there are on hand quantities in a part - the system shouldn't DELETE them.  If you go in and clear the on hand quantity to zero that acts as a new event in the part and the history DATE starts all over again.  You can make the part INACTIVE and rename so that it doesn't come up in a lookup etc. but that would be it. 

**Sorry, it looks like my original response below did not post, so I am reposting it.  Some of the issues may duplicate other responses.

Carlota-

Doing a physical inventory will allow you to update the parts to the quantities you want them to be.  This still will not allow you to delete those parts because you will need to wait until you months to keep history expires after the last transaction.

A part can be deleted if:

• There are no transactions on the part (for the months to keep history)
• The on hand quantity is zero
• The part is not on a purchase quote, sales order, invoice or purchase order

For more information on physical inventory, deleting parts, how inventory transactions post to the General Ledger, as well as how to reconcile inventory control, you can go to our Knowledge Base at www.sagekb.com and search for these articles:

How to process a Physical Inventory (18722)

How to delete parts in Inventory Control (26800)

How do inventory and order entry transactions post to General Ledger (18715)

How to reconcile Inventory Control to General Ledger (24595)

I would also recommend performing a backup of your data before you make any changes. 

Sincerely,

Coleen

**Sorry, it looks like my original response below did not post, so I am reposting it.  Some of the issues may duplicate other responses.

Carlota-

Doing a physical inventory will allow you to update the parts to the quantities you want them to be.  This still will not allow you to delete those parts because you will need to wait until you months to keep history expires after the last transaction.

A part can be deleted if:

• There are no transactions on the part (for the months to keep history)
• The on hand quantity is zero
• The part is not on a purchase quote, sales order, invoice or purchase order

For more information on physical inventory, deleting parts, how inventory transactions post to the General Ledger, as well as how to reconcile inventory control, you can go to our Knowledge Base at www.sagekb.com and search for these articles:

How to process a Physical Inventory (18722)

How to delete parts in Inventory Control (26800)

How do inventory and order entry transactions post to General Ledger (18715)

How to reconcile Inventory Control to General Ledger (24595)

I would also recommend performing a backup of your data before you make any changes. 

Sincerely,

Coleen