How long are you keeping history in your Sage BusinessWorks product?

Did you know you can change how long you are keeping history in your Sage BusinessWorks program?  Below you will find details about how to change your months to keep history for each module within Sage BusinessWorks.

Accounts Payable:

Change the months to keep Accounts Payable history in C/M, Utilities, Maintain C/M Parameters.

Notes:

  • Months to keep history can be set from 1 to 60 months. The longer transactions are kept in history, the more disk space is required to store the information.
  • If the Reconcile Checks option in Maintain C/M Parameters is selected, Sage BusinessWorks retains check and bank transaction information until the check or transaction clears the bank, even if the number of months to keep history has elapsed.

Accounts Receivable:

To change the number of months to retain Accounts Receivable history:

  1. On the Accounts Receivable menu, select Utilities, Maintain A/R Parameters.
  2. Change the value in the Months to keep history field.

Notes:

  • History can be retained from 1 to 60 months.
  • The longer transactions are kept, the more disk space is required to store the information.
  • If the number of months to retain history setting is decreased, historical information is removed during the next end of month close process.
  • If using Inventory Control and/or Order Entry make sure to keep history for as long as it is being kept in Accounts Receivable.

General Ledger:

To change the months to keep in General Ledger history:

  1. On the General Ledger, select Utilities, Maintain G/L Parameters.
  2. Change the values in the 'Journal detail will be kept for' and 'Summary history will be kept for' fields.

Notes:

  • Months to keep journal detail can be set from 1 month to 9 years.
  • Summary history can be set from 2 years to 9 years.
  • The longer transactions are kept, the more disk space is required to store the information.
  • IMPORTANT: In the General Ledger module, when you change the history parameters, the change occurs immediately, unlike other modules where the change occurs during the month end process. The following prompt occurs verifying the change request "OK to change the length of time to keep journal detail/(summary history)? Yes/No " . If you are decreasing your months to keep history, it is recommended to do a backup first.

Inventory Control:

To change the number of months to retain Inventory Control history:

  1. On the Inventory Control menu, select Utilities, Maintain I/C Parameters.
  2. Change the value in the Months to keep history field.

Notes:

  • History can be retained from 1 to 60 months.
  • The longer transactions are kept, the more disk space is required to store the information.
  • If the number of months to retain history setting is decreased, historical information is removed during the next end of month close process.
  • Keep history for as long as it is being kept in Accounts Receivable.

Order Entry:

To change the number of months to retain Order Entry history:

  1. On the Order Entry menu, select Utilities, Maintain O/E Parameters.
  2. Change the value in the Months to keep history field.

Notes:

  • History can be retained from 1 to 60 months.
  • The longer transactions are kept, the more disk space is required to store the information.
  • If the number of months to retain history setting is decreased, historical information is removed during the next end of month close process.
  • Keep history for as long as it is being kept in Accounts Receivable.

Payroll:

To change the number of years to retain Payroll history:

  1. In the Payroll, select Utilities, Maintain Payroll Parameters.
  2. Change the value in the 'Years to keep history' history field.

Notes:

  • History can be retained from 2 to 5 years.
  • The longer transactions are kept, the more disk space is required to store the information.
  • If the number of years to retain history setting is decreased, historical information is removed during the next end of year close process.

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