Difference between revisions of "Archiving"

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(Created page with "==Overview== Archiving in Sales Pivot solution is only available for MYOB Classic(v19) users. ==Procedure== You can either setup during uploading the data file or any time ...")
 
 
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==Overview==
==Overview==


Archiving in Sales Pivot solution is only available for MYOB Classic(v19) users.
Archiving brings two benefits:
# Reduces the [[Get Data]] time.
# Accumulates data across historical data files even when transactions are purged.


==Procedure==
It works by:
* Keeping historical transactions.
* And only extracts changed or recent records


You can either setup during uploading the data file or any time later.
==How to setup Arhiving==
[[File:Archiving.png|300px|thumb|right|Archiving]]
# From the menu go to 30.Settings > Data Files.
# Click the Manage Data Files button.
# Select the data file to archive
# Click the Edit Data File button.
# Select the Options tab
# In the data file setup dialogue to the bottom of the window.


If you have uploaded the data file already. Please follow the below process for archiving.
* Under Get Data Options click the dropdown. You will see the below options.
<br clear=all />
[[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]]


* From the Sales Pivot solution menu Go to 30.Settings/Data File.
1.'''Archive and retain historical data recorded prior to a FIXED DATE.'''
With this option you will be able to select the date to archive the
<br clear=all />


* Click on Manage Data Files button.
2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.'''


* Now from the pop out select the data file you will need to archive and click on edit data file.
<br clear=all />


* In the data file setup dialogue to the bottom of the window.
3.'''Archive and retain historical data recorded prior to the PURGE DATE.'''


* Under Get Data Options click the dropdown. You will see.
1.Archive and retain historical data recorded prior to a FIXED DATE.
2.Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.
3.Archive and retain historical data recorded prior to the PURGE DATE.


* Select the option you will require and click OK.
* Select the option you will require and click OK.


Done.
Done.
<br clear=all />
==Related Topics==
[[How to Delete an Archive]]

Latest revision as of 02:42, 17 April 2019

Overview

Archiving brings two benefits:

  1. Reduces the Get Data time.
  2. Accumulates data across historical data files even when transactions are purged.

It works by:

  • Keeping historical transactions.
  • And only extracts changed or recent records

How to setup Arhiving

Archiving
  1. From the menu go to 30.Settings > Data Files.
  2. Click the Manage Data Files button.
  3. Select the data file to archive
  4. Click the Edit Data File button.
  5. Select the Options tab
  6. In the data file setup dialogue to the bottom of the window.
  • Under Get Data Options click the dropdown. You will see the below options.


Fixed Date Archiving

1.Archive and retain historical data recorded prior to a FIXED DATE. With this option you will be able to select the date to archive the

2.Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.


3.Archive and retain historical data recorded prior to the PURGE DATE.


  • Select the option you will require and click OK.

Done.


Related Topics

How to Delete an Archive

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