There are two move options with the Purchasing module: Move POs & COs To History and Move Receipts & Invoices To History. Data moves from your current data files to archive files within the same purchasing and inventory data folder. The data must be upgraded to reduce the size of the data files. It is the data upgrade that compacts the data files and allows purchase orders, change orders, receipts and invoice related tasks, inquiries and reports to run faster. However all requisitions related task, reports and inquiries are not affected by the move of the data. This helps with the speed of inquiries, reports and processing. How often you perform each move option depends on how much processing your company does and how long orders are outstanding in the system. At a minimum, you would want to use both move options at least once a year.

Purchasing and Inventory data is stored in a folder called POIVData which resides inside the Accounting data folder. (For example: X:\[CommonAppDataFolder]\Timberline Office\your company data folder\POIVData). When you move to history, the data moves to a separate set of files within the POIVData folder. Historical orders are separated from current orders.

Note: Archived data is not visible within the standard user interface, including tasks.  To view historical data, you may use the historical reports provided during the installation and located within the History submenu of the Reports menu or the History or Archive labeled inquiries from the Inquiry menu.

How do I use File Tools to back up data files?
How do I compact my data files?
How do I archive my purchase orders and change orders?
How do I move my Purchasing invoices and receipts to history?
How do I archive my data?

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