Difference between revisions of "How do I Clear Down Logistics Jobs?"
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== 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. |
{{Tip|text=If these fields are left blank, it will clear down all accounts.}} | {{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. | + | * 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.}} | {{Tip|text=If these fields are left at zero, it will clear down jobs for all dates.}} | ||
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* [[How do I Delete a Logistics Job?]] | * [[How do I Delete a Logistics Job?]] | ||
− | {{KB_Tags|cleardown, clear, down, remove, jobs, tickets, delete, history, invoiced}} | + | {{KB_Tags|cleardown, clear, down, remove, jobs, tickets, delete, history, invoiced}} |
{{KB_TI}} | {{KB_TI}} |
Revision as of 06:30, 22 December 2018
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. |
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?