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Retire a Manufacturing Setup Record Safely

How to Retire a Manufacturing Setup Record Safely in Muhasib ERP

Overview

This guide will help you stop future use of a status, process, or category without damaging production history.

The value is unavailable for new work while history remains interpretable, subject to form capabilities.

Who can do this

You need access to Relevant update/delete permission and administrative approval.

Before you start

Identify every active and historical reference, replacement value, reporting effect, and approved retirement date.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Manufacturing → needed setup form.

Retire a Manufacturing Setup Record Safely

Step 1: Locate the exact record

Step 2: Review active work/production/WIP dependencies

Step 3: Reassign open records through approved workflows if required

Step 4: Set inactive when the form supports it

Step 5: Use Delete only if runtime dependency checks prove it unused

Use Delete only if system dependency checks prove it unused and removal is separately approved.

Step 6: Verify historical reports remain readable

Check your work

Confirm new selectors exclude the retired value and old records/reports still show it correctly.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Do not delete a referenced setup record.
  • If no inactive option exists, keep it and use naming/governance controls pending product guidance.

What to do next