APPENDIX

APPENDIX - QUESTIONS AND ANSWERS

Is it okay to delete inventory items in file maintenance?

Because the system stores historical data, you may not want to delete an inventory item. Instead you can flag an item inactive so that no one can accidentally put this item on a customer order or on a purchase order.


What procedures need to be performed at month end?

• Inventory Evaluation Report
• Clear Inventory MTD Totals (optional)

Refer to the links above for more information.


What procedures need to be performed at year end?

• Clear Inventory YTD Totals

Refer to the link above for more information.