Appendix C -- Conditions Required Before a

1.   Request the Part Deletion Report from the Part Master Maintenance conversation.

2.   All inventory transactions must have been processed through period end posting:

a.   Run the Inventory Accounting period end post.

b.   Make sure no inventory activity for the part occurs after the post.

3.   No warehouse balance records exist for the part.

a.   Check the Part Deletion Report to see if any warehouse balance records exist.

b.   Make sure the balance quantities, order quantities, sales quantities, shipment quantities, and year-to-date cycle counts all equal zero.  Create inventory adjustments within Inventory Control as required.

c.   Make sure that no audit trails exist for the part/company/warehouse.  This step may involve printing the audit trails from one or more of the application processing menus. 

Note:    If all quantity field balances on the Warehouse Balance File equal zero, and if the last maintenance date is blank, and if the warehouse balance record is all that exists for the part, then it need not be purged.  It will get purged by the Part Master Purge.

d.   Flag the records for deletion using the Warehouse Balance Maintenance conversation within Inventory Control.

e.   Purge the Warehouse Balance File (IC140M).  Make sure that the horizon date entered is greater than the date of last activity (WBDTLT) on all records you wish to delete.

4.   No existing inventory in multiple locations.

a.   Check the part deletion to see if any inventory in multiple locations exist.

b.   Make sure the balance quantities are all equal to zero.  Create inventory adjustments within Inventory Control.

5.   No manufacturing orders exist for the part.

a.   Check the Part Deletion Report to see if any manufacturing orders exist.

b.   Make sure all processing has been done for the order.  If Inventory Accounting is installed, this means that the order status must be accounting closed (HSTATS = Z); if Inventory Accounting is not installed, the order status must be closed (HSTATS = C).

c.   Purge the Manufacturing Order File (IC100M).  Make sure that the horizon date you enter is greater than the date of last activity (HDTLA) on all records you wish to delete.

6.   No sales orders exist for the part.

a.   Check the Part Deletion Report to see if any Sales Orders exist.

b.   Make sure all of the sales orders are closed or canceled.  In order to be purged, the last maintenance date must be less than or equal or equal to the horizon date.

c.   Purge the Sales Order Header File (OP100M1).

7.   No quote orders exist for the part.

a.   Check the Part Deletion Report to see if any quote orders exist.

b.   Make sure that all of the quote orders are closed or canceled.  In order to be purged, the expiration date must be less than or equal to the horizon date.

c.   Purge the Quote Order Header File (OP170M1).

8.   No flow authorizations or flow requirements exist for the part.

a.   Check the Part Deletion Report to see if any flow authorizations or flow requirements exist.

b.   Make sure that all production has been completed for the part.  This means that the status for all flow authorizations must be closed (FASTAT = C).  To achieve this, first receive all production quantities of the part through the Just-in-Time Flow Receipts/Issues Data Entry conversation.  Then make sure the production schedule within the Just-in-Time module has zero demand for the part.  Finally, run Master Scheduling and Requirements Planning generations to close the flow requisitions.

c.   Purge the Flow Authorization File (JT100M) and the Flow Requisition File (JT120M).

9.   No purchase order line records exist for the part.

a.   Check the Part Deletion Report to see if any purchase order lines or releases exist.

b.   Make sure that all of the purchase orders are closed (POSTAT = CLOSED).

c.   If Inventory Accounting is installed, make sure that all receipts for phantom purchase orders have been processed.

d.   Purge the Purchase Order Header File (PO180M1).  Make sure that the horizon date you enter is greater than the date of last receipt (PODTLR) and the close date (POCLDT) on all records you wish to delete.

10.  No purchase requisition records exist for the part. 

a.   Check the Part Deletion Report to see if any purchase requisitions exist.

b.   Make sure that all lines of the requisitions are closed.

c.   Make sure that the requisitions are either closed or canceled.

d.   Purge the Requisition File (PO160M1).  Make sure that the horizon date you enter is greater than the closed date on all records you wish to delete.

11.  No transfer order lines exist for the part.

a.   Check the Part Deletion Report to see if any transfer orders exist.

b.   Make sure that all transfer order lines for the part are closed or canceled.

c.   Purge the Transfer Order Line File (TC100M2).

12.  No transfer requisition records exist for the part.

a.   Check the Part Deletion Report to see if any transfer requisitions exist.

b.   Make sure that all lines of the requisition are closed.

c.   Make sure that the transfer requisition is either closed or canceled.

d.   Purge the Transfer Requisition File (TC110M1).  Make sure that the horizon date you enter is greater than the closed date on all records you wish to delete.

13.  No component requirements exist for the part.

a.   Check the Part Deletion Report to see if any component requirements exist.

b.   Purge the Component Requirements File (IC120M).

14.  No inventory control audit trail records exist for the part.

a.   Run the Inventory Accounting period end post.

b.   Purge the Inventory Control Transaction History File (IC020AL).  Purging this file also purges IC130BP, IC150BP, IC140BP, IC110BP1, IC110BP2, IC100BP1, IC100BP2, IC180BP1, IC180BP2, and IC190BP.

15.  No active endorsements exist for the part, if Synchro is installed.

a.   Check the Part Deletion Report for active endorsements.

b.   Delete any endorsements for the part.