Help:AP1-Remove Old Invoices: Difference between revisions
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'''IMPORTANT: BEFORE you perform any purging process, you should do a complete backup of all MoverBiz data files. If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.''' | '''IMPORTANT: BEFORE you perform any purging process, you should do a complete backup of all MoverBiz data files. If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.''' | ||
'''Vendor:''' Enter a "0" if you wish to include all vendors. If you wish to purge only one vendor's invoices, then enter that vendor number. The name of the selected vendor will be displayed to the right of this field. Press the | '''Vendor:''' Enter a "0" if you wish to include all vendors. If you wish to purge only one vendor's invoices, then enter that vendor number. The name of the selected vendor will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled ''[[Select the A/P Vendor]]'' which displays the current vendors. | ||
'''A/P Account:''' Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to purge only one A/P Account's invoices, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled ''[[Select the A/P Account]]'' which displays the current A/P Accounts. | '''A/P Account:''' Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to purge only one A/P Account's invoices, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled ''[[Select the A/P Account]]'' which displays the current A/P Accounts. | ||
Revision as of 14:40, 5 April 2010
This window titled Remove Old Invoices enables you to remove fully-paid historical invoices which are no longer necessary to keep in the system.
IMPORTANT: BEFORE you perform any purging process, you should do a complete backup of all MoverBiz data files. If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.
Vendor: Enter a "0" if you wish to include all vendors. If you wish to purge only one vendor's invoices, then enter that vendor number. The name of the selected vendor will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled Select the A/P Vendor which displays the current vendors.
A/P Account: Enter a "0" (zero) if you wish to include all A/P Accounts. If you wish to purge only one A/P Account's invoices, then enter that A/P Account number. The name of the selected A/P Account will be displayed to the right of this field. Press the drop down button to the right of this field to open a window titled Select the A/P Account which displays the current A/P Accounts.
Cutoff Invoice Date: Enter the cutoff date for this operation. Any invoice with an invoice date on or before this date will be removed. NOTE: Press the drop down button to the right of this field to activate a pop-up calendar which can be used to select the date. Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time.
[√] Pack Files After Purging Operation: Check this box if you wish to rebuild the Invoices file after the purging operation. This packing operation requires exclusive use of the file and will preclude any other processing in this file until the packing operation is completed.
[√] Print Listing of Purged Invoices: Press this button if you wish to print a listing of all invoices which were purged during this purging operation.
[ Begin ] Press this button to begin the purging operation. The status of the operation is displayed on the window.
[ Cancel ] Press this button to cancel this operation. This button will become disabled after the [Begin] button has been pressed.
Current Vendor: This is an informational field only. You cannot edit the information in this field.
Current Vendor Read/Removed: These are informational fields only. You cannot edit the information in these fields.
Totals Read/Removed: These are informational fields only. You cannot edit the information in these fields.
[ OK ] This button will become active after the purging operation is complete. Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
