What did the log show after you tried deleting the item?

Sage 100 shouldn't let you delete items with history / inventory / open orders.  You can easily change any ALE to not include Inactive / Disabled items, without deleting.

Our standard practice is to renumber / merge obsolete item codes into ZZZZZZZZZZ (Named "Deleted Item"), so any transaction based reports which link to CI_Item won't be broken by the deletion.

Hey Kevin!

Thanks for the response and you are correct. Standard practice is to assign the obsolete items to a different classification. Ive been out the field for a handful of years and Im having to dust off my knowledge .. if you will.

Question: Within Sage 100, is there an easy method to create this new class "ZZZ" (Deleted Items) and if so, do you know the proper steps in doing this?

Completely new to Sage 100 ERP system as well but I will dissect this thing in no time

Thanks in advance!

Use the delete and change utility to renumber obsolete items into a ZZZZ... item code.  (Create it manually first if you wish, just like creating any item).  This will update all transaction history (receipts, transfers, invoices...) to be tagged with ZZZZ... instead of the original item code. 

Try it in a test company first, to be sure you understand what's being done.  There is no "undo" at all, and it will be as if the original item code never existed (except for PDFs already created).

Be careful with the utility... the Start and End columns are named very dangerously, and if not set to the same value, a RANGE of item codes will be merged.  I heard of some poor soul renumbering all their inventory items into one, by mistake, with no recent backup.  :-(

Morning Kevin,

After speaking with my boss... she wants me to completely delete the item. No history.. nothing.. completely gone out the system.

Is there a process for accomplishing this?

Thanks for all the help Kevin!

No, not until the related history of an item is purged (according to module "years to retain" settings), with no QoH and no open SO / PO.

Deleting an item with data in other tables will cause massive corruption in report results that auditors would look at.  Sage 100 will not allow that.  Bypassing Sage programming / controls and editing raw data tables is NOT advisable.

Merging into a "deleted item" item code is the only option, to preserve data integrity while removing an item code from the system.

And that's the direction I will be going. What I will do is assigned these items to the obsolete/delete class and pull the necessary report without the obsolete items included.

We are using a 3rd party app called Sage Inventory Advisory (SIA) and when we pull an item master list from the "Stock Holding", she simply wanted to consist of items that we actual use at the current time. Ill just have to explain and find a solution when pulling the report. I can simply sort by classification and exclude the obsolete class when reporting.

Thanks for all your help!

You can set items to Inactive (checkbox), and change Product Type to "Discontinued"... I have no idea what you mean by "obsolete/delete class".  That is not Sage 100 terminology.

Renumbering / merging removes an item code from the list entirely (and you just need to ignore the ZZZZZZ item code from anywhere you can't filter it).  We have one customer who uses "OLDITEM" instead of ZZZZZZ... whatever makes the most sense for your users.