Difference between revisions of "How do I Clear Down Logistics Jobs?"
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== Summary == | == Summary == | ||
There maybe instances whereby you wish to clear down old invoiced jobs to keep the systems data as clean as possible, this article explains how to clear down any unwanted invoiced jobs. | There maybe instances whereby you wish to clear down old invoiced jobs to keep the systems data as clean as possible, this article explains how to clear down any unwanted invoiced jobs. | ||
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+ | {{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 '''3 years''' worth of history for audit purposes.}} | ||
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* 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 zeros, it will do the selected action on all dates.}} | * 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 zeros, it will do the selected action on all dates.}} | ||
* Once you have entered the desired criteria above, press {{KeyPress|F2}}. ''Which will only remove "Invoiced" jobs, 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}}. ''Which will only remove "Invoiced" jobs, jobs that have not been invoiced for whatever reason will not be cleared down.'' | ||
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== See also == | == See also == | ||
* [[Viewing Current Haulage Jobs]] | * [[Viewing Current Haulage Jobs]] | ||
* [[How do I Find Logistics Invoices to be printed?]] | * [[How do I Find Logistics Invoices to be printed?]] | ||
+ | * [[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 15:08, 8 July 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
There maybe instances whereby you wish to clear down old invoiced jobs to keep the systems data as clean as possible, this article explains how to clear down any unwanted invoiced jobs.
WARNING: Once the jobs have been cleared they CANNOT be retrieved. |
Tip: It is recommended that you keep 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 or a range of accounts that you that you wish to clear the history on.
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 zeros, it will do the selected action on all dates. - Once you have entered the desired criteria above, press <F2>. Which will only remove "Invoiced" jobs, 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?