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.}} |
| − | {{ | + | {{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 | + | Go to {{Menu|{{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.'' | ||
== See also == | == See also == | ||
| − | * [[Viewing | + | * [[Viewing current logistics jobs]] |
| − | * [[How do I Find Logistics Invoices to be printed?]] | + | * [[Invoicing Logistics Jobs#Completing the Sale|How do I Find Logistics Invoices to be printed?]] |
* [[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}} | + | {{How}}{{KB_TI}} |
Latest revision as of 05:30, 19 June 2019
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 " 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 logistics jobs
- How do I Find Logistics Invoices to be printed?
- How do I Delete a Logistics Job?
