View source for Purchasing:How to Stop Buy and inactivate an item

''' Background '''

* Regular stocked items (item catg1 <=549) may need to be discontinued (inactivated) based on a decision made by the Buyer.  This may be due to a number of factors such as slow movement, no longer available in the marketplace, etc.
* For the system to retain movement history, and to allow inquiries & returns, we are marking items as "Inactive" in the warehouse/item screens as part of Item File Maintenance.
** Note: We are NO LONGER marking the item as "Inactive"

* For items that still have stock on hand, that the Buyer has decided they no longer want to replenish, the first step is to turn on the stop buy flag and set up an item note.
* Once the remaining stock has been sold (no stock available), the item can then be made "Inactive"

'''Stop Buy'''
# Log into Infonet or ASW
# In Infonet - click on Maintenance - Items, OR in ASW - click on items (Warehouse bubble on main splash screen)
# Infonet - Enter item # (or look up as needed - UPC, description, etc.)
# Infonet - click on change
# Scroll down to "Inventory Information" section
# Change "Planning Method" from "1" to "0" (zero).
# Scroll back up to "Item Notes"
# Select "ITEMNOTMO" (may also choose to use ITEMNOTPO) and enter text, leave date field blank if you do not wish to have note removed on a specific date.
# Validate & Update

'''Inactivate'''
# Log into Infonet or ASW
*       Note: Any open Sales Order line's or Purchase Order line's will need to be removed before proceeding with these steps.
# In Infonet - click on Maintenance - Items, OR in ASW - click on items (Warehouse bubble on main splash screen)
# Infonet - Enter item # (or look up as needed - UPC, description, etc.)
# Infonet - click on change
# May need to update "ITEMNOTMO" (may also choose to use ITEMNOTPO)
# Change second line of description to read **Disc. by Manuf** or **Disc. by UWD**
*       Note: May need to move the current second line of description to the third line.
# Scroll down to "Inventory Information" section - change Item Class from "1" to "2"
# Scroll down to "Warehouse & Inventory Management" - change "Active" from "Yes" to "No" in the MAI warehouse only.
# Scroll down to "User Defined Data" - change the "Short Code" to "U" if Discontinued by uniPHARM, or "V" if Discontinued by Vendor.
* Note: We used to use "C" as a short code, but have changed to using U or V.
# Validate & Update



[[Category:Workflows-Purchasing]]