How to start fresh without losing the setup files in Inventory in Microsoft Dynamics GP


INTRODUCTION


This article describes how to start fresh in Inventory in Microsoft Dynamics GP or in Microsoft Business Solutions – Great Plains without losing the setup files for Microsoft Dynamics GP. To do this, use one of the following methods:

  • Stock Count and Remove Transaction History
  • Delete Data

More Information


Before you use either method to start fresh in Inventory, follow these steps:
  1. Click Transactions, point to Inventory, and then click Batches.
  2. In the Inventory Batch Entry list, delete any batches that are still in the list.
  3. Click Transactions, point to Sales, and then click Invoicing Batches.
  4. In the Invoice Batch Entry list, delete any batches that are still in the list.
Note If you are using Sales Order Processing, Invoicing, or Purchase Order Processing, make sure that there are no unposted transactions. If there are unposted transactions, either post the transactions or delete them.

Method 1: Stock Count and Remove Transaction History

  1. Click Transactions, point to Inventory, and then click Stock Count Schedule.
  2. Enter all the items that you want to zero-out. If an item is in multiple sites, you will have to enter that item for each site on a per line item basis.
  3. Start the stock count. To do this, follow these steps:
    1. Click Transactions, point to Inventory, and then click Stock Count Entry.
    2. Make sure that the Counted Quantity field is set to zero for all line items.
    3. Click to select the Auto Post Stock Count Variances check box so that the inventory will be updated automatically.
    4. Click to select the Verified check box for each line item.
    5. Click Process.
  4. Remove the transaction history. To do this, follow these steps:
    1. Click Tools, point to Utilities, point to Inventory, and then click Remove Transaction History.
    2. Create a range restriction for item numbers.
    3. Click Insert.
    4. Click Process.

Method 2: Delete Data

  1. Start a new Microsoft SQL Server query. To do this, follow the appropriate step:
    • In SQL Server 2000, click Start, point to Programs, point to Microsoft SQL Server, and then click Query Analyzer.
    • In SQL Server 2005, click Start, point to Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio. Then, click New Query.
    • In SQL Server 2005 Express Edition, click Start, point to Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio Express. Then, click New Query.
    • In Microsoft SQL Server Desktop Engine (MSDE), click Start, point to Programs, point to Microsoft Support Administrator Console, and then click Support Administrator Console.

      Note The Support Administrator Console requires a separate installation. If you do not have the program installed, you can install it by using the Microsoft Dynamics GP installation CD.
  2. Run the following queries against the company database to delete the data from the tables.
    DELETE from IV10000 
    DELETE from IV10001
    DELETE from IV10002
    DELETE from IV10200
    DELETE from IV30100
    DELETE from IV30101
    DELETE from IV30102
    DELETE from IV30200
    DELETE from IV30300
    DELETE from IV30301
    DELETE from IV30400
    DELETE from IV30500
    DELETE from IV30600
    DELETE from IV00102
    DELETE from IV00200
    DELETE from IV00300
    DELETE from IV00102
    DELETE from IV10201
  3. Run the Check Links method on the inventory series that you want to start fresh. To do this, use the appropriate step:
    1. In Microsoft Dynamics GP 10.0: Click Microsoft Dynamics GP, point to Maintenance, and then click Check Links.
    1. In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0: On the File menu, click Maintenance, and then click Check Links.
  4. Click to select the Transaction Work check box, and then click Insert.
  5. Click to select the Transaction Purchase Receipts check box, and then click Insert.
  6. Click OK.
  7. Run the Reconcile method by using the appropriate step for your version:

    • In Microsoft Dynamics GP 10.0:Click Microsoft Dynamics GP, point to Tools, point to Utilities, click Inventory, and then click Reconcile.
    • In Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0: On the Tools menu, point to Utilities, click Inventory, and then click Reconcile.

  8. Select the inventory items in the Reconcile window, and then click Process.