How do I archive my purchase orders and change orders?
Description
Cause
Resolution

Only orders and change orders that meet certain criteria will be moved. Purchasing uses the following rules when archiving:

  • The order date is less than or equal to the cutoff date you select on the Move to History window.
  • The status of the order is greater or equal to 5: (Status Code 5 = Complete, Status Code 6 = Void. This status is updated automatically as you receive each order in Purchasing, and can also be updated using the Close Orders task to close orders that have not been fully received. Note: If you do not enter Receipts in the Purchasing module or do not close the order, you will not be able move orders or change orders to history in Purchasing.
  • The order or change order has been sent to Job Cost.
  • The posting sequence on the order or change order is less than the last posting sequence. Note: In a rare situation, this may be an issue when you move orders. It processes like normal, but the log states 0 orders have been moved and there are orders to move. Complete the Send to Job Cost task again. This changes the posting sequence and the next attempt at move orders should move those orders.
  • The order has no uncommitted change orders.

Steps to move purchase orders and change orders to history

  1. Backup your Purchasing and Inventory data files.
  2. From the Tools menu, select Move Data, Move POs & COs To History.
  3. In the Move Cutoff Date box, enter a date or select a date from the drop-down calendar. This date is compared to the order date to determine which orders should move.
  4. Click Start. The status bar indicates the progress of the move. When the process is complete, a message appears detailing the number of orders and change orders that have been moved.
  5. Click View Log to view the log text file in Notepad. To print to file, select the check box and select the desired file format.
  6. Click Close to close the window.

Note: You can preview the data that will be moved before you actually move it. Select the Trial Run check box and click Start. You can then preview or print the report from this trial run to verify that the correct data is being moved.



Steps to duplicate
Related Solutions

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