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Evo-ERP and DBA Classic >> Sales >> Archive Sales Orders
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Message started by archoninc on 01/11/08 at 09:03:48

Title: Archive Sales Orders
Post by archoninc on 01/11/08 at 09:03:48

How do I archive old sales order numbers?

Title: Re: Archive Sales Orders
Post by GasGiant on 01/11/08 at 09:10:35

SM-J-J, Purge Closed Sales Orders. They are no longer available in SO-A, but the invoices still maintain the SO reference.

Refer to the Help files for this program.

Title: Re: Archive Sales Orders
Post by HB on 01/11/08 at 12:12:35

Before purging closed sales orders or invoices, at the start of each new year I create another company with all the data of the live company. I call this company e.g. "archive 2005" with an extention of "05" if it contains all data including 2005. Then I would purge 2005 S/Os and invoices. This will allow me to open the "05" company and run reports etc.

Title: Re: Archive Sales Orders
Post by GasGiant on 01/11/08 at 12:25:13

Nice, clean back up. Give that doggie a bone! Or a hat, or a mouse pad, eh Lynn?