Results 1 to 7 of 7

Thread: Pastel Partner v 9.3.4

  1. #1
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts

    Pastel Partner v 9.3.4

    Hi Neville,

    Is there any way that I can clean up my inventory file by removing items that still have a history by means of your special software.

    You can imagine that in 20 years, one can accumulate a lot of item files that just clutter up the system.

    Further......pse pm me with a quote for 1 additional user from 5 to 6.

    Thanks
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  2. #2
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Hi Martin,

    The short answer is No.

    Although I can delete any stock items with my database software, I would strongly not recommend it if the items have transaction history, as it would cause havoc with the audit trail integrity of the stock.

    As you probably know, the general rule is that you can only delete a stock item if it has no transaction history for at least two financial years. Even then, you might still not be able to delete certain items, as those items might be linked to document history (e.g. invoices, credit notes, orders, etc), which Pastel, by default, keeps indefinitely.

    In that case, I would suggest that you purge document history prior to the beginning of last financial year, by using the Change...Delete History/Clear Files menu option, then select Delete/Consolidate Transactions. After doing this, you will find that you will be able to delete all the stock items that have not had any activity for the current and prior financial year.

    I will email your quote shortly.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  3. #3
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Hi Neville,

    I have been playing around with a dummy company.

    If I: Change-Delete History/Clear files - Clear balances-Sales analysis codes- Sales analysis Code Master file, Then I can delete any/all Inventory items.
    BUT, what else will be affected ?
    I see that if you want to make an invoice you have to first make a new Sales code but what else gets affected ?
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  4. #4
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by Martinco View Post
    If I: Change-Delete History/Clear files - Clear balances-Sales analysis codes- Sales analysis Code Master file, Then I can delete any/all Inventory items.
    BUT, what else will be affected ?
    I see that if you want to make an invoice you have to first make a new Sales code but what else gets
    You've lost me...

    Don't delete any masterfiles, only delete balances.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  5. #5
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Sorry Neville, Got distracted while making the post.

    My question should be.........what else gets affected if one should clear the Sales analysis code masterfile ?
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  6. #6
    Junior Member
    Join Date
    May 2015
    Location
    South Africa
    Posts
    10
    Thanks
    4
    Thanked 0 Times in 0 Posts

    Delete Inventory Items

    Hello Neville. I would also like to remove unused inventory items but when I try Change...Delete History/Clear Files menu option, it tells me there are open batches (Quotes & Invoices). Do you perhaps know how I can get around this so I can tidy up the inventory list??

    Thanks



    Quote Originally Posted by Neville Bailey View Post
    Hi Martin,

    The short answer is No.

    Although I can delete any stock items with my database software, I would strongly not recommend it if the items have transaction history, as it would cause havoc with the audit trail integrity of the stock.

    As you probably know, the general rule is that you can only delete a stock item if it has no transaction history for at least two financial years. Even then, you might still not be able to delete certain items, as those items might be linked to document history (e.g. invoices, credit notes, orders, etc), which Pastel, by default, keeps indefinitely.

    In that case, I would suggest that you purge document history prior to the beginning of last financial year, by using the Change...Delete History/Clear Files menu option, then select Delete/Consolidate Transactions. After doing this, you will find that you will be able to delete all the stock items that have not had any activity for the current and prior financial year.

    I will email your quote shortly.

  7. #7
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by HM0511 View Post
    Hello Neville. I would also like to remove unused inventory items but when I try Change...Delete History/Clear Files menu option, it tells me there are open batches (Quotes & Invoices). Do you perhaps know how I can get around this so I can tidy up the inventory list??

    Thanks
    You will need to update any open batches before you can use the Change...Delete History/Clear Files option. There is no way around that.

    By the way, Quotes can't be updated, so don't worry about them.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

Similar Threads

  1. Changing logo in Pastel Partner
    By Slippy in forum Accounting Forum
    Replies: 3
    Last Post: 11-Jul-11, 04:50 PM
  2. [Question] Pastel Partner - Indication of GP% when doing quote
    By J7J in forum Accounting Forum
    Replies: 2
    Last Post: 24-Jun-11, 10:00 AM
  3. Replies: 2
    Last Post: 14-Apr-11, 11:22 AM
  4. [Question] Pastel Partner
    By Goop in forum General Business Forum
    Replies: 5
    Last Post: 15-Aug-10, 06:58 PM
  5. [Question] Help with Pastel Payroll Partner
    By celly007 in forum Tax Forum
    Replies: 3
    Last Post: 17-Sep-09, 10:25 AM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •