invent!ory ULTRA 2013 Help

Index

Archiving and UnArchiving POs By Range

Instead of deleting records from our database, ULTRA now “archives” them.

 

Why? Because you can UNARCHIVE (reverse) the archived POs at any time.

Deletions, however, are permanent and unretrievable.

 

These functions allow you to save POs in an ARCHIVE database and remove them from your CURRENT database where they just take up space and cause your reports to be unduly lengthy.

 

 

Note: You may restore the POs to CURRENT status by using the companion UNARCHIVE function.  We will discuss both functions below.

 

Options for Archiving POs

There are two options for ARCHIVING POs:

 

Option “A”: Selecting POs by a Min/Max Range 

Option “B”: Selecting Individual PO Grid Rows

 

Here, we will deal with Option A - Selecting POs by a Min/Max Range. For archiving POs individually, see Archiving POs individually

 

Option A: Archiving POs by Range

The benefit of this method is it lets you manage a LARGE NUMBER of records with a few keystrokes.

 Hint: Just follow the number balls (u v w) below. 

 

First u  choose the range SEARCH FIELD for selecting the range of POs. Your options are PO Date and PO Number. Here, we choose PO Number.

 

Next, v we enter the MIN/MAX PO #s and then  w click the “ARCHIVE” button.

 

The selected POs based on our Min/Max data ranges appear in the OPTION A GRID..

 

scl2

x  User Option Message tells you how many records will be archived.

 

scl3

y  Confirmation message

 

 

scl4

z  We see now In the CURRENT PO grid that the first PO NUMBER Is 17899 and the next row is 19701. This confirms the  310 POs were removed from between this range.

 

On the bottom ALL ARCHIVED POs grid, we see that POs 18110 -18999 were added.

scl5

 

Unarchiving POs

We can reverse the ARCHIVING PROCESS by repeating the same steps and clicking the UNARCHIVE button.

 

scl8

 

We see that the POs 18000-19000  are returned to the ALL CURRENT PO grid, and the ALL ARCHIVED POs grid is now empty.

 

Copyright 2017,  Koehler Software, Inc.