Running the Item Balance Purge

Select Global Updates & Purges (G41311), Item Balance Purge (F4102).

The Item Balance Purge (R4102P) program enables you to select and purge records from the Item Branch File (F4102). Before you purge the specified records from the F4102 table, the system verifies the records using this criteria. The system does not purge the records if:

• Open work orders exist in the Work Order Master File (F4801).

• Open sales orders exist in the Sales Order Detail File table (F4211).

• Open purchase orders exist in the Purchase Order Detail File table (F4311).

  Note: (Release 9.2 Update) The work orders, sales orders, and purchase orders are considered closed if the order status code is defined in the UDC 41/WC for work orders, 41/SP for sales orders, and 41/PP for purchase orders.

• A parts list exists in the Work Order Parts List (F3111).

• A bill of material exists in the Bill of Material Master File (F3002).

• Any secondary locations exist in the Item Location File (F41021).

• Information is in any of these fields for the item location record:

  • On-hand

  • Hard Commitments

  • Soft Commitments

  • Back Order Quantity

  • On Order Quantity

  • Quantity Outbound (EDI)

  • Quantity Inbound (EDI)

    The system also checks all quantity fields for primary and secondary locations.

After the system determines which Item Balance records are to be purged, the system verifies that the records exist in the Item Branch File and that all records in the Item Location File F41021 with the same item and branch have zero quantities.

The system purges Item Balance records in this order:

• The Item Branch File record.

  If the cost level for this item is 2, the system purges the cost records for this item and branch.

• The Unit of Measure Standard Conversion records for this item and branch.

• The Item Location File records.

  If the cost level for this item is 3, the system purges the cost records for this item, branch, location, and lot.

If you set the ALL Item Branch processing option to delete all item branch information, the system checks the Item Branch File table and verifies in the Item Location File F41021 that records with the same item and branch have zero quantities and are not primary bins. If these conditions exist, the system purges the cost records for item, branch, location, and lot if the cost level for this item is 3.

If you set the processing option to save purged records, purges that are performed on the same table and on the same day are added to the existing library and table.