Archiving - Revision history

Jeff: /* Procedure */

2020-09-11T03:09:37Z

Procedure

← Older revision		Revision as of 22:09, 10 September 2020
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	[[File:Archiving.png\|300px\|thumb\|right\|Archiving]]		[[File:Archiving.png\|300px\|thumb\|right\|Archiving]]

	~~You can either setup during uploading the data file or any time later.~~		# [[Go to the Data File Setup form]].

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

	* From the BudgetLink menu Go to ~~30.Settings/~~Data ~~Files~~.

	* Click Manage Data Files button.		* Click Manage Data Files button.

Jeff: /* Overview */

2020-09-11T02:59:50Z

Overview

← Older revision		Revision as of 21:59, 10 September 2020
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	==Overview==		==Overview==

	The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions ~~in v19~~		The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions

	==Procedure==		==Procedure==

Jeff: /* Related Topics */

2019-01-31T23:03:52Z

Jeff: /* Procedure */

2018-04-03T22:36:16Z

Procedure

← Older revision		Revision as of 17:36, 3 April 2018
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	If you have uploaded the data file already. Please follow the below process for archiving.		If you have uploaded the data file already. Please follow the below process for archiving.

	* From the BudgetLink ~~Sales Pivot~~ menu Go to 30.Settings/Data Files.		* From the BudgetLink menu Go to 30.Settings/Data Files.

	* Click Manage Data Files button.		* Click Manage Data Files button.

Jeff: /* Overview */

2018-02-22T02:01:15Z

Overview

← Older revision		Revision as of 21:01, 21 February 2018
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	==Overview==		==Overview==

	~~Archiving~~ in ~~BudgetLink solution is only available for MYOB Classic(~~v19~~) users.~~		The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions in v19

	==Procedure==		==Procedure==

Jeff: /* Procedure */

2017-03-27T06:11:13Z

Procedure

← Older revision		Revision as of 01:11, 27 March 2017
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	If you have uploaded the data file already. Please follow the below process for archiving.		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~~.		* From the BudgetLink Sales Pivot menu Go to 30.Settings/Data Files.

	* Click on Manage Data Files button.		* Click Manage Data Files button.

	* ~~Now from~~ the pop out select the data file you will need to archive and click on edit data file.		* 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.		* In the data file setup dialogue to the bottom of the window.

Jeff at 02:11, 28 October 2016

2016-10-28T02:11:02Z

← Older revision		Revision as of 21:11, 27 October 2016
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	==Procedure==		==Procedure==
			[[File:Archiving.png\|300px\|thumb\|right\|Archiving]]

	You can either setup during uploading the data file or any time later.		You can either setup during uploading the data file or any time later.
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	* In the data file setup dialogue to the bottom of the window.		* In the data file setup dialogue to the bottom of the window.

	* Under Get Data Options click the ~~drop down~~. You will see the below options.		* Under Get Data Options click the dropdown. You will see the below options.

	Archive and retain historical data recorded prior to a FIXED DATE.		<br clear=all />
	Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.		[[File:Fixed Date Archiving.png\|300px\|thumb\|right\|Fixed Date Archiving]]
	Archive and retain historical data recorded prior to the PURGE DATE.
			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 />

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

			<br clear=all />

			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==

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

2016-10-28T01:24:25Z

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

New page

==Overview==

Archiving in BudgetLink 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 drop down. 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.

← Older revision		Revision as of 18:03, 31 January 2019
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	==Related Topics==		==Related Topics==
			[[How to Delete an Archive]]