Inventory > Serial Tracking System > Serial File Purge

Serial File Purge

You use this program to delete serial numbers and/or serial number transactions from the serial number file.

Toolbar and menu

Field Description
Start Processing

Select this to begin the purge process.

If you select to purge Transactions only, then serials with the following characteristics are bypassed and their transactions are not purged:

  • If a lot number exists against the serial, then its transactions are not purged unless the lot has been archived.
  • If the serial is allocated to an active dispatch note then its transactions are not purged.

  • ECC controlled items use the lot traceable framework even if they are not lot traceable. Dummy lots are created using the revision/release and all transactions performed are done against that dummy lot number.

    Therefore, you need to archive the dummy lot numbers using the Purge and Archiveprogram before you can purge the serial numbers.

Once a valid serial is found, its transactions are purged provided they match the transaction type being purged (if defined) and the transaction falls within any transaction date supplied.

If you select to purge Serial numbers and transactions, then the following checks are made against the serial before it is purged:

  • that the on hand quantity is zero
  • that the available quantity is zero
  • that the quantity in transit is zero if Goods in Transit is installed
  • if it is a manual serial number, it is not in for a service, on loan or at the service depot.
  • that a date is supplied in the field: Purge serials created before and that the creation date of the serial is earlier than this date.
  • if a lot number exists against the serial, then it must have been archived
  • that the serial is not allocated to an active dispatch note
Print Select this to print the information currently displayed in the Report output pane.
Save Form Values This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode.

Information

Field Description
Processing options  
Function Indicate the processing function you want to perform.
FieldDescription
Transaction purge onlySelect this to purge only serial transactions, but not serial numbers.
Serial numbers and transactionsSelect this to purge serial transactions and serial numbers.
Purge serials created before Indicate the cut-off date according to which you want to purge serial numbers.

A valid date must be entered when you select to purge Serial numbers and transactions.

This also applies when the program is automated.
Serial numbers  
Serial number selection Indicate the serial number(s) for which you want to purge serial transactions and/or serial numbers.
Stock codes  
Stock code selection Indicate the stock code(s) for which you want to purge serial transactions and/or serial numbers.
Warehouses  
Warehouse selection Indicate the warehouse(s) for which you want to purge serial transactions and/or serial numbers.
Expiry dates  
Expiry date selection Indicate the serial expiry date(s) for which you want to purge serial transactions and/or serial numbers.
Scrap dates  
Scrap date selection Indicate the serial scrap date(s) for which you want to purge serial transactions and/or serial numbers.
Transaction types These options are disabled when the function: Serial numbers and transactions is selected.
Transaction type selection Indicate specific transaction type for which you want to purge serial transactions.
FieldDescription
AllSelect this to delete all transactions types.
Single miscellaneousSelect this to delete a specific transaction code. You indicate this code in the Transaction code field.
Single standardSelect this to view a list of standard transaction types and to select the standard transaction type you want to enter in the Type field.
Std transaction codes Indicate the specific standard transaction code for which you want to purge serial transactions.

You can use the dropdown to view and select the standard transaction code you require.

This field is enabled when you select the Single standard option.
Transaction code Indicate the specific miscellaneous transaction type for which you want to purge serial transactions.

This field is enabled when you select the Single miscellaneous option.
Transaction dates These options are disabled when the function: Serial numbers and transactions is selected.
Transaction date selection Indicate the transaction date(s) for which you want to purge serial transactions.
After processing completed These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design).

Report

The results of the processing function you selected are displayed in this pane once processing is complete (unless you enabled the option to close the application from the After processing completed section). You use this section to print or email this information.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.