Difference between revisions of "How do I Clear Down Logistics Jobs?"
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This article explains how to clear down old invoiced jobs to keep your data clean. | This article explains how to clear down old invoiced jobs to keep your data clean. | ||
| − | {{Warning | + | {{Warning|text=Once the jobs have been cleared they <u>CANNOT</u> be retrieved.}} |
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{{Tip|title=Tip|text= It is recommended that you keep at least '''3 years''' worth of history for audit purposes.}} | {{Tip|title=Tip|text= It is recommended that you keep at least '''3 years''' worth of history for audit purposes.}} | ||
== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{TI}}|Maintenance Options|Cleardown Invoiced Jobs}}. | Go to {{Menu|Systems|{{TI}}|Maintenance Options|Cleardown Invoiced Jobs}}. | ||
| − | * In {{DataPrompt|Account From}} and {{DataPrompt|Account To}}, enter a single account in both fields, or a range of accounts for whom you wish to clear the history. {{ | + | * In {{DataPrompt|Account From}} and {{DataPrompt|Account To}}, enter a single account in both fields, or a range of accounts for whom you wish to clear the history. |
| − | * In {{DataPrompt|Dates From}} and {{DataPrompt|Dates To}}, either enter a specific day or a range to cover several days, weeks, months or years. {{ | + | |
| + | {{Tip|text=If these fields are left blank, it will clear down all accounts.}} | ||
| + | |||
| + | * In {{DataPrompt|Dates From}} and {{DataPrompt|Dates To}}, either enter a specific day or a range to cover several days, weeks, months or years. | ||
| + | |||
| + | {{Tip|text=If these fields are left at zero, it will clear down jobs for all dates.}} | ||
| + | |||
* Once you have entered the desired criteria above, press {{KeyPress|F2}}. ''This will only remove "Invoiced" jobs - any jobs that have not been invoiced for whatever reason will not be cleared down.'' | * Once you have entered the desired criteria above, press {{KeyPress|F2}}. ''This will only remove "Invoiced" jobs - any jobs that have not been invoiced for whatever reason will not be cleared down.'' | ||
Revision as of 21:01, 15 September 2013
Summary
This article explains how to clear down old invoiced jobs to keep your data clean.
 | Once the jobs have been cleared they CANNOT be retrieved. |
 | Tip: It is recommended that you keep at least 3 years worth of history for audit purposes. |
More Information
Go to " Systems Logistics Management Maintenance Options Cleardown Invoiced Jobs".
- In "Account From" and "Account To", enter a single account in both fields, or a range of accounts for whom you wish to clear the history.
| If these fields are left blank, it will clear down all accounts. |
- In "Dates From" and "Dates To", either enter a specific day or a range to cover several days, weeks, months or years.
| If these fields are left at zero, it will clear down jobs for all dates. |
- Once you have entered the desired criteria above, press <F2>. This will only remove "Invoiced" jobs - any jobs that have not been invoiced for whatever reason will not be cleared down.
See also
- Viewing Current Haulage Jobs
- How do I Find Logistics Invoices to be printed?
- How do I Delete a Logistics Job?
