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http://www.istechforum.com/YaBB.pl Evo-ERP and DBA Classic >> Suggestions for Updates >> Archiving http://www.istechforum.com/YaBB.pl?num=1063832266 Message started by aricon on 09/17/03 at 14:57:46 |
Title: Archiving Post by aricon on 09/17/03 at 14:57:46 How about some feedback/opinions/maybe even votes of support for creating additional archiving capabilities for things such as the SO history (Invoiced SO's), PO's, and especially the G/L transactions? |
Title: Re: Archiving Post by Karen Mason on 09/18/03 at 10:38:28 Well, if there was a "Smiley Face" with a sheepish look, I'd use it. We haven't archived anything yet. I know I need to look into it to see what we should be doing. I am sure that any added capabilities can do nothing but enhance the product. |
Title: Re: Archiving Post by susanna on 12/28/04 at 16:06:55 ;) I would love to be able to archive the sales orders |
Title: Re: Archiving Post by lmk223a on 12/29/04 at 06:01:57 Does DBA Classic automatically archive GL Transactions? One can only call up GL transaction history (GL-E) for 2 years earlier than current fiscal year start date. We have been using DBA since 1998 and cannot access GL-E history for calendar years 1998, 1999, 2000, and 2001. Also, one can only print Financial Statements for the current year and 2 years past. Doesn't this indicate that some sort of archiving is already taking place? ??? |
Title: Re: Archiving Post by aricon on 12/29/04 at 09:19:42 lmk223a, No. The GL transactions are not archived automatically. In fact they are not archived at all. The 2 year limit is simply a programmed limitation not a data limitation. |
Title: Re: Archiving Post by Lynn Pantic on 12/29/04 at 10:31:03 GL Transactions are retained forever unless you run AM-I to consolidate them. You can see the transactions prior to 2 years past in GL-C and GL-D. As for the other archiving, once a Sales Order is closed, the detail is retained in the Invoice files that came from the order so I am not sure what purpose there would be in a Sales Order archive, it already exists inthe invoice files. |
Title: Re: Archiving Post by Tim Keating on 12/29/04 at 10:43:20 Does anyone have an archiving strategy for DBA? Is it needed? I'd like to have as much data as possible available for immediate lookup and reporting purposes. Our DBA folder is currently about a Gigabyte and will have five full years of data in January. I don't plan to do any archiving unless there is some great speed benefit. Some of our sales reports that look at the transaction files take a while to run but that's propably more due to the report writer than the size of the files. Wondering what other peoples thoughts are ???. |
Title: Re: Archiving Post by David Waldmann on 01/03/05 at 11:36:48 Lynn Pantic wrote:
Actually, what the Invoice file shows is Shipments, not orders. If you make multiple shipments from the same SO it can be difficult to reconstruct. |
Title: Re: Archiving Post by HB on 01/03/05 at 18:09:10 here is how I handle "archiving": I create a company called "03" for year 2003 or "02" for 2002 etc by copying all data form the live company. Then I eliminate all data from years that should not be in that particular year. |
Title: Re: Archiving Post by Tim Keating on 01/04/05 at 07:43:47 HB: So by doing this you create a snapshot of each year. I can see the logic in that but does the "current" company still contain all the data? Do you have to change companies to look things up? |
Title: Re: Archiving Post by alphadave on 01/04/05 at 09:32:22 We have been using accounting and manufacturing for about 5 years and have deleted, archived or consolidated very little information due to our ignorance on the pros and cons. A white paper or a detailed description of what can be done, when it can be done, and what you gain and lose would be great. (I think our files total about 1 gig.) |
Title: Re: Archiving Post by HB on 01/04/05 at 12:31:36 We like to retain SO and Invoices for 2 years (that means we have a total of 3 years by the end of every year). The copy of the company contains 3 years if it was created on Jan 1 of a new year. Example: Our current live company contains info for 2002, 2003, 2004 on Jan 01. I have created a company called "02" with data containing 02,03 and 04. After creating the new "02" company I will purge from the live company data pertaining to 2002 (SM-J-J and SM-J-K etc). This leaves me with data for 2 years, i.e. 2003 and 2004 plus new data from 2005 in the live company. I repeat above steps at the end of 2005 |
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