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The Clear Stock option

Created on  | Last modified on 

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

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

CAUTION:

This process isn't reversible. Take at least one backup of your data before proceeding.

 

  1. Go to Tools, select Period End, then select Clear Stock.
  2. Press Yes on the Confirm message.
  3. 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 press OK.

    TIP:

    To select more than one record, hold down Ctrl while selecting.

     

  4. Enter the date you want to clear the transactions up to, then choose Clear stock.

    NOTE:

    The last date of the month before the current program date appears by default.

     

  5. Complete the backup window as required then press OK.
  6. Select OK on the Clear Stock finished window, then Close.

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