Summary
How to use the Clear Stock option in Sage 50 Accounts to remove product transactions.
Description
Run the Clear Stock option to reduce data size, improving performance and transaction searches. Run it as part of your month end, year end, or anytime to remove stock transactions.
Resolution
Before you start
- Take at least one backup of your data
- Print your Product valuation report
CAUTION: If you use the Retrospective Product Valuation report, don't run Clear Stock as the report uses stock activity to calculate the values.
What happens when you run Clear Stock
When you run the process, the software removes all stock transactions that are complete and dated on or before the specified date. Any stock that isn't fully used stays in your activity.
The process removes the following transactions:
Stock movement | Type | Description |
---|---|---|
Out | AO | Adjustment out |
GO | Goods out | |
MO | Movement out - Sage 50 Accounts Plus and Accounts Professional | |
DO | Damages out - Sage 50 Accounts Plus and Accounts Professional | |
In | AI | Adjustment in |
GI | Goods in | |
GR | Goods returned | |
MI | Movement in - Sage 50 Accounts Plus and Accounts Professional | |
DI | Damages in - Sage 50 Accounts Plus and Accounts Professional |
To run the Clear Stock option
Watch the video
Follow the steps
NOTE: This process isn't reversible. Take at least one backup of your data before proceeding.
- Go to Tools, select Period End, then select Clear Stock.
- Click Yes on the Confirm message.
- Select either Clear transactions on all stock record or Clear transactions on selected records.
If you select Clear transactions on selected records, select the required product records, then click OK.TIP: To select more than one record, hold down Ctrl while selecting.
- Enter the date you want to clear the transactions up to, then click Clear stock.
NOTE: The last date of the month before the current program date appears by default.
- Complete the backup window as required then click OK
- Click OK on the Clear Stock finished window.
- Click Close.