Difference between revisions of "How do I Clear Down Logistics Jobs?"
From Catalyst
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== Summary == | == Summary == | ||
| − | + | This article explains how to clear down old invoiced jobs to keep your data clean. | |
{{Warning|title=<font size="4">WARNING</font>|text=<font size="3"> {{Red| Once the jobs have been cleared they <u>CANNOT</u> be retrieved.}}</font>}} | {{Warning|title=<font size="4">WARNING</font>|text=<font size="3"> {{Red| Once the jobs have been cleared they <u>CANNOT</u> be retrieved.}}</font>}} | ||
| − | {{Tip|title=Tip|text= It is recommended that you keep '''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| | + | Go to {{Menu|Systems|{{TI}}|Maintenance Options|Cleardown Invoiced Jobs}}. |
| − | * In {{DataPrompt|Account From}} and {{DataPrompt|Account To}} enter a single account in both or a range of accounts | + | * 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|iconsize=small|title=Tip|text= If these fields are left blank, it will do the selected action on 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|iconsize=small|title=Tip|text= If these fields are left at | + | * 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|iconsize=small|title=Tip|text= If these fields are left at zero, it will do the selected action on all dates.}} |
| − | * Once you have entered the desired criteria above, press {{KeyPress|F2}}. '' | + | * 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 == | ||
Revision as of 16:12, 17 July 2013
Summary
This article explains how to clear down old invoiced jobs to keep your data clean.
 | WARNING: 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.
Tip: If these fields are left blank, it will do the selected action on all accounts. - In "Dates From" and "Dates To", either enter a specific day or a range to cover several days, weeks, months or years.
Tip: If these fields are left at zero, it will do the selected action on 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?
