The Purge function manages application data by deleting old or obsolete information from the application. This keeps the database size to a minimum and improves system performance. Data is purged at the Purge form.

Important: Before purging data, we recommend backing up your database. For information about backing up your database, please refer to

“Backing Up the Database” on page 200 .

Sample Data

IntelliTrack ISRP provides you with sample data. Your sample database is populated with sample warehouse sites, locations, item numbers, and item quantities. Use IntelliTrack ISRP with the sample database to become familiar with the application. When you are comfortable with the application, and are ready to establish your own warehouse sites, locations, item numbers, and item quantities, clear the sample data from the application by purging it from the application.

Note: Before establishing your warehouse sites, locations, item numbers, and item quantities, you must purge the existing sample data from the system.

For more information about the Purge form, please refer to “Reaching the

Purge Form” on page 18 .

Reaching the Purge Form

Application data is deleted from your application at the Purge form. To reach the Purge form, select Tools > Change Database Connection >

Purge from the ribbon. The Purge form appears.

Chapter 3

Purging Data

Purge Form

Buttons

The Purge form contains five areas: Inventory, Picking Orders, Receiv-

ing Orders, History, and Lookup Tables. Item, location, picking order, receiving order and history data may be purged from a specific Site or “all”

Sites in the IntelliTrack ISRP application. Lookup table information is purged independent of the Site selected.

The Purge form contains three command buttons found along the bottom of the form:

TABLE 2. Purge Form Buttons

Button Function

Clear

Selections

Description

Clears the purge form of any selections.

NTELLI

RACK

ISRP

8.1

User Manual

TABLE 2. Purge Form Buttons (Continued)

Button Function

Do It

Description

Processes the data purge and closes the form.

Close Closes the form WITHOUT processing the data purge or saving your settings.

Selecting a

Site

•

Much of the data you will purge will be within a chosen Site in the system.

In other words, the data selections will be purged ONLY for the selected site. Your default system Site (specified in the Local Site Settings form) is also the Purge form’s default site. To change the Site, you must have right to view and modify all sites:

Click the drop-down arrow in the Site field, and select a site from the drop-down list that appears:

•

Select {All} to purge the selected data from all sites in the warehouse.

Select a specific site to purge selected data from only that site.

Note: Site, location, picking order, receiving order, and history data are site dependent. This means that the selected data will be purged ONLY for the selected Site. To delete this data across the entire application, chose the

{All} selection (for all system sites).

Item information is NOT site dependent. Also, the data selections in the

Lookup Tables section of the form are not site dependent. This means that the selected item and lookup data will be purged from the entire system.

Chapter 3

Purging Data

Purging Inventory Data

Inventory data that may be purged, such as site(s), items, and locations, are found in the Inventory section of the form.

Sites

Items

Locations

Reorder

Quantity

When you elect to purge a Site, all data associated with that site in the system will also be purged.

To delete a Site from the system, select the Sites check box in the Inven-

tory section of the form: the Reorder Quantities, Primary Locations,

Locations, Inventory by Locations, Zero Locations, all Picking Order,

Receiving Order, and History data associated with that Site will be also be purged from the application.

When you elect to purge items and items unit of measure, inventory for all sites will be purged.

Select Items, Items Unit of Measure to purge inventory for all sites. The

Reorder Quantities, Primary Locations, Items by Locations, Zero

Locations, all Picking Orders, all Receiving Orders, all History data, and Kits will also be purged.

When you elect to delete your location data, all location information for the selected site will be purged.

To delete all locations for the selected site, select the Locations check box in the Inventory section of the form. The Primary Locations, Inventory

by Locations, and Zero Locations, as well as all Picking Orders,

Receiving Orders, and History data associated with that Site will be purged from the application.

When you elect to delete reorder quantity data, all information associated with item reorder quantity for items in the selected site will be purged.

NTELLI

RACK

ISRP

8.1

User Manual

To delete reorder quantity information for the selected site, select the

Reorder Quantity check box in the Inventory section of the form. All reorder quantity information (found in the Reorder Quantity tab of the

Item Data form) including item minimum quantity, maximum quantity, and reorder quantity associated with the selected Site will be purged from the application.

Primary

Location

When you elect to purge primary location data, all information associated with an item’s primary location in the selected Site will be purged.

To delete primary location information for the selected site, select the Pri-

mary Location check box in the Inventory section of the form. All primary location information for the selected site (found in the Primary

Location tab of the Item Data form) including location, threshold quantity, and replenishment quantity, associated with the selected Site will be purged from the application.

Inventory by

Location

When you elect to purge inventory by location data, zero inventory by location data is also purged.

To purge inventory by location and zero locations information for the selected site, select the Inventory by Locations check box in the Inven-

tory section of the Purge form: the Zero Locations check box is automatically selected. All inventory data for this site (found in the Inventory Data form) will be purged, including the Item #, Location, UOM, Serial #, On

Hand Quantity, and Inventoried Quantity.

Zero

Locations

When you elect to purge Zero Locations, locations with zero inventory will be purged for the specified site.

To purge locations with Zero Inventory only, mark the Zero Locations check box. All locations with zero inventory will be purged from this Site.

Note: If you have enabled the Auto Delete Locations With 0 Inventory

setting found in the System Options form/Options tab, locations with zero inventory will be automatically deleted (or purged) from the application.

Chapter 3

Purging Data

Purging Picking Order Data

Picking data is purged from the Picking Orders section of the Purge form.

When you elect to purge picking order data, all picking order data selected will be purged for the selected site.

To purge all picking orders in the database, select the All Orders option. If All Orders is selected, the Reset Next Picking Order Num-

ber check box is enabled.

To reset the next picking

Order Number , check the Reset Next Picking

Order Number check box and enter the new starting picking order number in Order # field.

If you enter a new starting picking order number, be aware of sorting constraints. Make sure you include enough spaces to act as a placeholder for the number. We recommended using a new starting number with at least 5 numerals (10000).

To purge closed orders ONLY from the database, select the Closed

Orders option.

To purge closed orders within a specified date range from the database, select the Closed Orders by Date option. If Closed Orders by Date is selected, the From Date and To Date fields are enabled. Specify the date range for deleting closed orders by entering a From Date and a To

Date in each field, respectively.

Purging Receiving Order Data

Receiving order data is purged in the Receiving Orders section of the

Purge form. When you elect to purge receiving order data, all receiving order data selected will be purged for the selected site.

NTELLI

RACK

ISRP

8.1

User Manual

To purge all receiving orders from the database, select the All Orders option.

If All Orders is selected, the Reset Next Receiving Order Number check box is enabled. To reset the next receiving order number, check

Reset Next Receiving Order Number check box and enter the new starting receiving order number in Order # field.

If you enter a new starting receiving order number, be aware of sorting constraints. Make sure you include enough spaces to act as a placeholder for the number. We recommended using a new starting number with at least 5 numerals (10000).

To purge only the closed orders from the database, select Closed

Orders.

To purge closed orders with a specified date range from the database, select Closed Orders by Date. If Closed Orders by Date is selected, the From Date and To Date fields are enabled. Specify the date range for deleting closed orders by entering a From Date and a To Date in each field, respectively.

Purging History Data

Inventory, picking, and receiving history records in the database are purged in the History section of the Purge form. When you elect to purge history data, all selected history data will be purged for the selected site.

To purge inventory history records from the database, check the Inven-

tory check box.

To purge picking history records from the database, check the Picking check box.

Chapter 3

Purging Data

To purge receiving history records from the database, check the

Receiving check box.

To remove ALL history data records for the selected choice(s), DO

NOT CHOOSE a date range. To remove selected data records within a specified date range, enter the range in the Date From and the Date To fields.

Caution: If no date range is entered, all history records for the selected choices are removed.

Purging Lookup Data

Lookup table data, as well as customer and vendor records, are purged from the system via the Lookup Tables section of the Purge form:

Purging

Customers/

Vendors Data

Purging

Lookups

Customer and vendor records are not Site specific, hence all Customer and/ or Vendor records in the system will be purged when you select either option.

To purge all customer records in the database; check the Customers check box in the Lookup Tables section of the form.

To purge all vendor records in the database, check the Vendors check box in the Lookup Tables section of the form.

Lookup data is not Site specific, hence when you choose to delete a lookup, all lookup records in the system, regardless of the Site selected, will be purged.

NTELLI

RACK

ISRP

8.1

User Manual

Note: Deleting the Lookup table entries does not delete these values from the existing database data, (i.e., orders with carrier ID’s still retain those deleted table values).

To purge carrier information, including the carrier shipping method(s), mark the Carrier check box. The Shipping Methods check box is automatically marked.

To purge carrier shipping methods only, mark the Shipping Methods check box.

To purge units of measure listings, mark the Units of Measure check box.

To purge item kit listings, mark the Kits check box.

To purge category listings, mark the Category check box.