When do I purge

All purges are optional with the exception of Purge A/R trans (Pays, Adj) and need only be done when hard disc space or performance is an issue. Once information is purged it is gone and no longer available for reporting purposes. If purges need to be done keep at least 2 years or more of information.

Screen PH63 or PH77

  1. Purge Invoice Inquiry - purges invoices that have been paid from the Photo Solution History Files up to date specified. Invoices that have been purged will no longer be able to be reprinted. Since the Taxable Non-Taxable Sales Report reads these files the totals will be affected if the report is run for dates that have been purged.
  2. S/A by Customer on Rush Charge, S/A by Invoice # Within Customer, Sales Commission Analysis and S/A Summary by Delivery Method also read these files.

    1. PHIHF
    2. PHIH1
    3. PHIHI
    4. PHIHP
    5. PHIHX
    6. PHCIH
    7. PHIHM
    8. PHMOH
    9. PHMO2
    10. PHMOX
    11. PHHPO
    12. PHHJN
    13. PHHCU
    14. PHJNH
    15. *F261B
    16. PHPCR

  3. Purge Sales History Files - purges the information in the Photo Solution Sales Analysis History Files up to date specified. The following reports read these files: S/A by Category, S/A by Category Within Cust., S/A Summary By Customer Sales, S/A Summary By Sales Rep.
    1. PHHPC
    2. PHHIV
    3. PHSRT
    4. *F277B
    5. *F277C

    Screen PH77

  4. Purge Invoice Cross Reference - needs to be purged if invoice numbers roll over.
    1. CINXF

  5. Log Out All Invoiced Jobs - logs out all the records in the Old Tracking Detail and Department files for Orders that have been invoiced.
    1. PHTDF
    2. PHDLI

  6. Purge Tracking History - NEW TRACKING - purges records up to date entered, from the Tracking File. The Tracking History Reports use these files.
    1. PHTRK

  7. Purge Tracking History - OLD TRACKING - purges records from the Tracking History files.
    1. PHTHF

     

    Screen PH71

  8. Purge A/R Trans (Pays, Adj) - purges all Invoices from the Open Receivables File (COPAR) that have a zero balance up to date specified. All transactions (including payments, adjustments, etc) will be purged and only Invoices with balances will be left. If this purge is done after statement printing then the statements will show all transactions (all payments, adjustments, etc.). If this purge is done prior to statements, then the statements will show only what is outstanding, all transactions will be removed. This purge should be done each month. The timing of when this purge is done is optional unless you are running Balance Forward Statements. Balance Forward Statements need these transactions in order to print the statements correctly.
    1. COPAR

  9. Purge A/R Check History Files - purges all transactions from the check history files up to the date specified. Payment History within Accounts Receivable Inquiry reads these files.
    1. CCHKM
    2. CCHKH

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