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#64172 - 06/16/20 07:42 AM PO 9.3A Receipts clean up
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
Is there a straightforward way of deleting a bunch of old Receipts, without deleting others from the same time frame?

The client is getting Data Integrity Errors because Sundry Items have been deleted that were on Receipts, and the solution would be to delete the Receipts, if I could. Or add the items back, which is not the preferred solution.

Thanks

Steve

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#64173 - 06/16/20 08:47 AM Re: PO 9.3A Receipts clean up [Re: Steve Schwartz]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4414
Loc: Vancouver, BC
Steve:

You would have to use Achieve documents to move current receipts to history but their is no way to do just the Receipts.

You can then purge history, where you can control the dates for each document type.

To prevent this problem I recommend that the PO documents be achieved and purged on a regular basis. You just have to keep the Sundry item until the old documents make their way through this process.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#64175 - 06/16/20 09:27 AM Re: PO 9.3A Receipts clean up [Re: Douglas Dickie]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4511
Loc: Wynnewood, PA
Looks like I found another use for GridView ReadWrite.

Thanks for the reply, and Softrak, please consider the request to be able to delete a completed Receipt (with proper security).

Steve

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#64183 - 06/16/20 11:06 PM Re: PO 9.3A Receipts clean up [Re: Steve Schwartz]
Brian Stief Offline
Waterloo Guy

Registered: 04/04/06
Posts: 1738
Loc: Waterloo, Ontario, Canada
Hi Steve,
We do this periodically with GV R/W to clear out the receipts and balance to the Open Receipts reports and Receipt Clearing GL account.
I'll take a look at our work orders to let you know what fields have to be reset to make them disappear, and then run the Archive to flush out.
And set your archive setting to skip the DIC part.
It will work.
Brian
_________________________
Brian Stief,CPA,CA
Stief Group www.stiefgroup.com
Link2 Systems www.link2systems.com
800.540.3164

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