The Month End Purge resets all month to date totals to zero and moves current month transaction and sales summary files into history. To perform an inventory transaction inquiry for a previous month you must specify the correct year and month (YYMM) in the inquiry program. Optionally, your system can be configured so that the inventory transaction summary file is not moved into history and zeroed by the month end purge, but by the year end purge instead.
The month end purge program must be run only ONCE for each month end. Please note that at your fiscal year end run the YEAR END purge ONLY. Run the month end purge program only after the system balancing test and all desired reports have been printed. In addition, before proceeding with the month end purge, a month-end backup should be completed. As a safety feature, the program will not perform a purge if anyone is using any inventory control module program.
Month End Purge is accessed from:
Inventory Processing menu.
PROCEDURE
Select Month End Purge from the Inventory Processing menu. If the A/R month end purge has not yet been performed the following alert displays.
>> A/R MONTH-END PURGE HAS NOT BEEN RUN YET. YOU MUST RUN IT FIRST! ENTER.
[Enter] to clear the alert.
After the A/R month end purge has been completed the Inventory Month End Purge screen displays.
INVENTORY PERIOD/YEAR END SCREEN DISPLAY
┌────────────────────────────────────────────────────────────────────────────────â”
│Oct31/07 Tc ***** INVENTORY PERIOD/YEAR-END PURGE ***** 3YMEP │
│ │
│ │
│ALL PERIOD-TO-DATE TOTALS WILL BE CLEARED AND THE TRANSACTION │
│SUMMARY FILE WILL BE UPDATED. IF THE YEAR-END OPTION IS │
│SELECTED, ALL YEAR-TO-DATE TOTALS WILL BE MOVED TO LAST │
│YEAR AND CLEARED. │
│ │
│** CURRENT PROCESSING PERIOD IS '2007/10'. IF NOT CORRECT, DO NOT PURGE! ** │
│ │
│** PERIOD OR YEAR-END ? (PERIOD/YEAR): │
│ │
│F4 TO RETURN TO MENU │
│ │
└────────────────────────────────────────────────────────────────────────────────┘
** CURRENT PROCESSING PERIOD IS '2007/10'. IF NOT CORRECT, DO NOT PURGE! **
If the current processing period is incorrect contact your IdealWare consultant! DO NOT run the purge.
** PERIOD OR YEAR-END ? (PERIOD/YEAR):
"P""E""R""I""O""D" for month end purge.
"Y""E""A""R" for year end purge.
DO NOT run the month end purge for the same period as the year end, run only the year end purge at your fiscal year end month!
** CONTINUE ? (Y/N):
"Y" to continue with the purge.
Are you sure you want to do this? You are prompted to confirm.
[Enter] to begin purge.
Inventory files are purged and you are returned to the menu.
If the current processing period is incorrect contact your IdealWare consultant! DO NOT run the purge.