Difference between revisions of "How do I cleardown customer or supplier transaction history?"

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==Summary==
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== Summary ==
 
The following article explains how you cleardown Customer and Supplier transaction history.
 
The following article explains how you cleardown Customer and Supplier transaction history.
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{{Warning|text=If your system is not enabled for the full Platinum accounts system (i.e. {{PL}}, {{SL}} and {{NL}}) you '''should not''' use this option.}}
  
 
== More Information ==
 
== More Information ==
You may have occasion where you will need to cleardown either customer or supplier transaction history. The process for both ledgers is the same.  In the following example, the sales ledger will used.
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Customer and Supplier accounts can build up a large number of transactions which can result in their history screen taking longer to load. Using the Cleardown option archives all fully processed items so you are left with the current items only.
  
Go to {{Menu|Sales Ledger|Cleardown}}.
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The archived items are saved into the [[What does document history show me?|Document History]] menu option so can be easily viewed via this option or via the use of the [[How do I call up the CRM?|CRM/SRM]]. You are still able to view and reprint items from here.
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The process for both ledgers is the same.
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Go to {{Menu|{{SL}}/{{PL}}|Cleardown}}.
 
*In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to clear down (archive) documents to.
 
*In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to clear down (archive) documents to.
{{Warning|text=This will only cleardown the history of completed transactions on customer accounts, any incomplete transactions will not be cleared down.}}
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{{Note|text=It is advisable to leave the current 6 months transaction history open.}}
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{{Warning|text=This will only cleardown the history of completed transactions i.e. fully processed through the Month End Routine and whose balance returns to zero. Any incomplete transactions will not be cleared down.}}
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{{Note|text=It is advisable to retain the last 6 months for ease of use.}}
  
 
== See also ==
 
== See also ==
*[[How do I print an Aged Debtor or Creditor List?]]
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* [[How do I Un-archive Sales/Purchase Ledger Transactions?]]
*[[How to process a month end]]
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* [[What does document history show me?]]
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* [[How do I call up the CRM?]]
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* [[How do I print an aged debtor or creditor list?]]
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* [[How to process a month end]]
  
{{KB_Tags|clear-down, history, archive}}{{KB_SL}}{{KB_PL}}
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{{KB_Tags|clear-down, history, archive, document history}}
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{{How}}{{KB_PL}}{{KB_SL}}

Latest revision as of 12:41, 8 December 2023

Summary

The following article explains how you cleardown Customer and Supplier transaction history.

If your system is not enabled for the full Platinum accounts system (i.e. Purchase Ledger, Sales Ledger and Nominal Ledger) you should not use this option.

More Information

Customer and Supplier accounts can build up a large number of transactions which can result in their history screen taking longer to load. Using the Cleardown option archives all fully processed items so you are left with the current items only.

The archived items are saved into the Document History menu option so can be easily viewed via this option or via the use of the CRM/SRM. You are still able to view and reprint items from here.

The process for both ledgers is the same.

Go to " Sales Ledger/Purchase Ledger Cleardown".

  • In the "Documents before:" field, enter in a date you want Platinum to clear down (archive) documents to.
This will only cleardown the history of completed transactions i.e. fully processed through the Month End Routine and whose balance returns to zero. Any incomplete transactions will not be cleared down.
It is advisable to retain the last 6 months for ease of use.

See also


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Keywords AND Misspellings
clear-down, history, archive, document history