invent!ory ULTRA 2013 Help

Index

 

Archiving / Unarchiving:  Overview

ULTRA has done away with DELETING records. Instead we now “archive” them.  “Archiving” means removing records from the CURRENT database and saving them in the ARCHIVE database, where they may be“unarchived“ (restored), if needed.

 

Benefits:

  • Quicker response time by keeping  CURRENT database smaller
  • UNARCHIVE records (restore to CURRENT database) at any time.

 

 

 

SCL2

Applies to: 

SUPPLIES

 

 

PURCHASE ORDERS

 

 

TRANSACTIONS

 

 

 BACKORDERS

 

 

REQUISITIONS

 

 

There are TWO OPTIONS for ARCHIVING RECORDS

SCL1

OPTION A: ARCHIVE by RANGE

Option B lets you Select a group of records by specifying a MIN and MAX range. Here, with POs, we may select either PO DATE range or PO Number range.

Just follow the number and select a search field and speficy a range. Here we have selected PO DATE and a MIN/MAX range of 01-01-2013 to 11-01-2013.

 

 

Click the “ARCHIVE” button and these 120 POs are removed from the CURRENT database and transferred to the ARCHIVE database. This way, they may be restored to CURRENT if desired.

 

Option A is the most efficent way to archive a LARGE NUMBER of records.

 

OPTION A: UNARCHIVE by RANGE

Using the same MIN/MAX date range, you may restore the 120 POs to the CURRENT database simply by clicking the UNARCHIVE button.

OPTION B: ARCHIVE by Selected Grid Row

 

Option B lets you manage unrelated individual records—to archive and unarchive them.

u Select Grid Row(s).

 

Here we have selected 3 POs — 7, 11, and 15 (below)

 

scl1

 

v Click “ARCHIVE

 

SCL13

 

The yellow arrow (below) indicates that the selected POs will be removed to the ARCHIVE database when you click “Yes” on the “ARE YOU SURE?” prompt.

 

SCL12

 

You can see that the 3 selected POs were removed from CURRENT POs (white grid, below) and saved to the gray ALL ARCHIVED POs grid, as the yellow arrow indicates.

 

SCL14

OPTION B: UN-ARCHIVE by Selected Grid Row

 

SCL15UNARCHIVING works the same way as ARCHIVING. Just select the Archive row(s) you desire and click the UNARCHIVE button to restore them to the CURRENT database

SCL16

Copyright 2017, Koehler Software, Inc.