HomePallet SoftwareFree TrialSupport & UpdatesContact 2icNews2ic Web Pallets Login
Forum | Live Support | Registration | Site Map | Online Help | Downloads | Uploads |
2ic Software - Forums
Users must be 'validated' before they can post on the forums. 2ic Software support staff periodically review new users and validate those that are customers, but email us if you would like be validated immediately. See the Contact 2ic page for the support email address.
Archiving rules
Last Post 02 Jun 2010 04:52 AM by Andrew Whittam. 2 Replies.
Printer Friendly
Sort:
PrevPrev NextNext
You are not authorized to post a reply.
Author Messages
Andrew WhittamUser is Online
Advanced Member
Advanced Member
Posts:692

--
31 May 2007 09:42 AM  

Posted: Fri Apr 13, 2007 12:58 pm   
 
When archiving, some movements dated on or before the selected date are not archived. Each movement is checked before archiving and any that fall into one or more of the categories below are retained in the current records:

  1. It is currently Matched to a record in the Imported Movements.
  2. Untraced Quantity is non-zero.
  3. Unredeemed On or Unredeemed Off is non-zero.
  4. It is ticked to be emailed but has not been sent (ie, does not have an email date/time). Checked for both the sending and receiving trading partners.
  5. It is ticked to be rejected/corrected but has not been sent (ie, does not have a rejected/corrected date/time).
  6. One or more linked movements (rejections/reversals/corrections) have not been archived.
  7. There is one or more linked imported movements (rejections/reversals/corrections).
  8. It is ticked for exporting to a supplier (Export is ticked) but has not been sent (ie, a Batch is not assigned). Not checked for slave data files.
  9. Unless cancelled, it is a Transfer that has not been reconciled (ie, a Bill is not assigned). Not checked for data files that have one or more bill records – these are considered 'slave' data files.
  10. It is ticked for exporting to a master file (Slave Export is ticked) but has not been sent (ie, a Slave Batch is not assigned).
  11. It is incomplete.

Export Batches, Bills and Sessions are only archived once all movements assigned to them have been archived. Bills also need to reconciled. Stocktakes are independent of movements so any of these dated on or before the archive date are archived.

Saran ChamberlainUser is Offline
New Member
New Member
Posts:28

--
22 Oct 2007 01:12 PM  

Most of the unarchived movements can be investigated using the 2nd Filter box in the Movements form.  In this 2nd filter, you can filter by:

  • Unsent Email Notifications
  • Untraced Con Notes
  • Untraced "Pick Ups"
  • Untraced "Deliveries"
  • Unredeemed Movements
  • Unredeemed Exchanges "On"
  • Unredeemed Exchanges "Off"
  • Unsent Rej/Corr Notifications
  • Unsent "Export" Movements
  • Unsent "Slave Export" Movements
  • Unpresented Transfers
  • Unpresented Transfer Ons
  • Unpresented Transfer Offs
  • Unsent BDT Requests
Andrew WhittamUser is Online
Advanced Member
Advanced Member
Posts:692

--
02 Jun 2010 04:52 AM  

Preventing incomplete movements from being archived has been added to the list of pre-archive checks in the original post of this thread. This criteria was added in 2ic Pallets version 2.81.

You are not authorized to post a reply.

Active Forums 4.1
Syndicate   Print  
Register | Login