How to Manage Non-active Standards?

The Active Flag enables you to suspend a Standard. Setting a Standard to be non-active means that the Standard is not retrieved when running an inquiry within Quick Search, Product Picture Search or the Standard Search lookup screens. In the default settings for the Standard Search lookup screen, only active Standards display, but you have the option of including non-active Standards.

When would you set a Standard to be non-active?

Scenario 1:  When you don’t want the Standard to be included in any inquiry results.

Let’s say, you are in the process of creating Standards for new products but you do not want the incomplete records to display for users until you finish, you can always temporarily assign the Standards to be non-active.

Scenario 2:  When the Standard is no longer in use, but you would like to keep the records for reporting purposes.

If you know you will never receive any quantity for the Standard in question (e.g. your client has disposed of the product), you may be tempted to delete the Standard from the database. However, the best practice is to keep the Standard and set the Active Flag to no. This enables you to include all  information from transactions associated with the Standard in any historical reports.

Standards that are flagged as non-active are still retrieved in the Reports & Analysis module. For instance, when running the Standards Created Report which graphically shows the number of Standards created within a time frame, it is more accurate to include the non-active Standards even if they are no longer in use.

How to set a Standard to be non-active?

You can find the Active Flag in User Defined 1 of the Standard Product screen (accessed through Setup > Standard Setup > Standard Product).

The default is Yes. Select No if you want the Standard to be non-active.

Important note: You cannot set Standards with quantity-on-hand to be non-active. An error message displays:

Searching for non-active standards

In the default settings for the Standard Search lookup screen, the Active Flag is set to Yes only. If you want to include non-active Standards in your search, select No under the Active Flag and click Search.

Additional benefit of using the non-active flag

Your inquiry results page, as found in Quick Search, Product Picture Search or the Standard Search lookup screens, will retrieve data faster. All you need to do is identify the Standards that are no longer in use and set them to be inactive. This is because when SnapTracker runs an inquiry, it does not include non-active Standards in the results.

Tips:

Because the Active Flag is a field in the Standard table, you can use Global Adjustment and quickly adjust the Active Flag for all Standards with zero quantity-on-hand. For example, if you know a specific Catalog ID has been discontinued, you can globally adjust all Standards associated Catalog ID to be non-active. Note that once a Standard has been set to non-active, you cannot adjust the active flag back to be active through global adjustments because only active Standards can be processed there.