Archiving

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 later.

If you have uploaded the data file already. Please follow the below process for archiving.

• From the Sales Pivot solution menu Go to 30.Settings/Data File.

• Click on Manage Data Files button.

• Now from the pop out select the data file you will need to archive and click on edit data file.

• 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.

Archive and retain historical data recorded prior to a FIXED DATE.
Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.
Archive and retain historical data recorded prior to the PURGE DATE.

• Select the option you will require and click OK.

Done.