FormerMember

Archiving old data

SUGGESTED
Posted By FormerMember

Hello my system is running very slow and it seems things aren't posting very quickly-especially in AR.  Someone stated that I needed to Archive my old data.  Would someone know how to help me through this?  Thank you.

  • 0
    SUGGESTED

    Review job statuses and move to 6-closed so the system will archive them and all related transactions (AR AP COs Subcontracts and POs and document control records). Note: system will check that no accounting activity has occurred more recent then the year you are archiving and that no open AR or AP invoices exist for them. 

    Go to database administrator and run a backup 

    then choose archive menu And select the company  

    it will tell you what year it is archiving but it’s in small print in the paragraph  I wish that was bigger and more obvious  

    check boxes to archive jobs, void and closed POs and service invoices through that year (if applicable) and consider clearing out old non job AP every few years as well. 

    Give the archive a name that includes the year and company name and some also label it archive 

    Make a backup of your main company again