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  • 1.  Processes to move from work to history

    TOP CONTRIBUTOR
    Posted Aug 17, 2022 03:45 PM
    In the process of developing a maintenance plan for GP data.
    1. Sales data automatically move to history when transferred or posted
    2. Purchase orders only move to history through the tools-> Routines _> Purchasing -> Removed Completed Purchase Orders

    Are there other documents that need to be moved to history via a routines/utilities process similar to Purchase Orders?

    Thanks

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    Jeff Roe
    Kele Inc
    Bartlett TN
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  • 2.  RE: Processes to move from work to history

    SILVER CONTRIBUTOR
    Posted Aug 18, 2022 09:04 AM
    Receivables requires a routine to move docs from Open to History, but not sure about SOP.

    Normal Purchasing module automatically moves to history when payment is applied/posted.

    GL Data moves to history during the year end close process.

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    Mike Bresnan
    Arabella Advisors
    Washington MD
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