Archiving inventory

When an inventory item is sold or when you no longer have financial ownership of an item, you can archive its inventory record. Maintenix automatically archives an inventory record when specific events occur. Maintenance and event history are preserved for archived inventory records.

When inventory is archived:

  • Inventory reservations are canceled.

  • Archived items are not included in current financial or inventory records and are not used in inventory counts or calculations.
  • Maintenix does not update or edit the inventory.
  • Maintenix cancels transfers associated with the item.
  • Shipments that only contain archived inventory are canceled.

  • Shipment lines that contain archived inventory are removed in shipments that also contain non-archived inventory items.

  • Usage is not accrued so usage-based maintenance requirements remain static and do not approach their deadlines.
  • Calendar-based maintenance requirements do approach their deadlines, but these overdue tasks are removed if the inventory record is unarchived.
Maintenix automatically archives inventory when:
  • You receive a replacement item on an exchange order for the item that was shipped out.
  • You inspect repaired batch inventory that is received for a repair order line. The received batch is created in the system with a new batch number and the record for the corresponding batch inventory sent for repair is archived.
  • You ship borrowed inventory back to its owner. You don't own borrowed inventory but there is a record for it in Maintenix.
  • You return received inventory to a vendor.
  • You create an ad-hoc shipment and ship inventory to a vendor.
Maintenix automatically unarchives inventory when:
  • Inventory that is received directly matches the serial number and part number of an archived record.
  • Inventory that is received indirectly matches the serial number and an alternate part number with the same manufacturer, and part group matches an archived record.
If you attempt to create inventory that directly matches the serial number and part number of an archived record, the record match is detected and you can decide whether to proceed and unarchive the existing record.