Delete A Single Product

Texada Web Stand-Alone Menu -> TW - Parts/TW - Assets -> DELETE button -> Delete A Single Product

This program deletes a product, one at a time.
Tight control can be maintained on which operators are able to delete products, by controlling the permissions on the roles assigned to Operators.
Refer to the Security Roles setup on the Security tab of Configure System Settings for more information.

It may be useful to delete a product number if the product was entered incorrectly, or is a duplicate of another product entry.
All records associated with the Product, including Monthly Product History, Sales History, Missed Rentals, Repairs, Rental Rates, Fixed Asset Tags, Locations, Depreciation, Re-Order Information, and Service Recommendations, are deleted in this one-step process.

It is optional to delete Disposal Transactions for rental items during the product deletion. However it is NOT recommended to delete the disposal transactions, since these records are usually required at year-end to reconcile the changes in the G/L Account for Rental Inventory and make adjustments to accumulated depreciation.

If a product is still listed on a contract, a reservation or an invoice, it can not be deleted until the document has been deleted, or the product has been exchanged for another product.

The prompts are:

PRODUCT#

Enter the product number to be deleted or select it from the window.

CHECKING PRODUCT #

A check is performed to confirm that the product is safe to delete, and verification to delete is required.

If the deletion cannot be made at this point, a warning message is triggered with the option to view the areas and specific document numbers that are still linked to the product. These documents need to be deleted, or the product removed before the product can be deleted.

Note: Invoice history and Work Order history are not checked.

DELETE DISPOSAL RECORDS

This prompt does not apply to sales parts.

If it is safe to proceed with the deletion of a rental product, the prompt to delete the disposal records for this rental product appears. The disposal records refer to information stored when rental equipment is sold. It is not recommended to delete any disposal records when deleting rental products.

PRODUCT QUANTITY ON HAND warning:

When a product is accepted for deletion but a quantity On Hand remains in the product file record, an additional warning is displayed on the screen requesting confirmation that the deletion should still be carried out.

This warning alert signals that if the product and its quantity are deleted from the inventory file, the value of inventory represented in the G/L may no longer match the value of inventory in the sub-ledger.

Finished?

Click ACCEPT to exit.

Note: Any bulk rental item that has been designated as substitute "Bulk Rental Product#" in Groups cannot be deleted.

A transaction is written to the deletion log that can be viewed Delete Log, under function name RSPF95.
The old product number displays as the Deleted Key information. This also tracks the date and the operator that deleted the product.

Exchanging a Product Number:
Instead of deleting an old product #, and then setting up a new number in its place, use Change Product Numbers or Merge Sales Product Numbers.
These utilities swap or merge the old numbers for the new numbers, and delete the old numbers.
The number on documents such as Contracts, Invoices, etc. is also updated and the old product history is transferred to the new number so that it is not lost when the old number is deleted.