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<< Click to Display Table of Contents >> SYARC Document History Retention Date Settings |
  
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SYARC Document History Retention Date Settings
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<< Click to Display Table of Contents >> SYARC Document History Retention Date Settings |
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Document History Retention Date Settings
The document history retention date settings are set at "Company Set Up | Corp Group Details | Document Retention.
Multi select the documents to be deleted by using the Shift + Down Arrow keys.
Quotes
Right required - Quotes
From the Quote browse screen set the Status View to Closed or Declined. The F3 Delete button will be enabled when the QuoteDate is before the Document Retention Date. Linked jobs will also be deleted.
NOTE: A declined or closed quote can be deleted from the JCQUOTE:Quotes() screen if the quote is not linked to a job. Use the "Re Open Quote" button to put the quote into modify mode and then press F3
Note: Always delete sub quotes before the main quote.
Jobs
Right required - Jobs
From the Job Browse screen set the status view to Closed. the F3 Delete button will be enabled when the Job Opened date is before the Document Retention date. Linked Quotes will also be deleted.
Note: A job can be deleted from the JCJOBM:MaintainJobs screen if the job has no transactions.
Sales Orders
Right required - deletso
From the Sales Order browse screen set the View Completed Orders. The F3 Delete button will be enabled when the Sales Order date is before the Document Retention Date.
Purchase Orders
Right required - deletpo
From the Purchase order browse screen set View Closed Orders. The F3 Delete button will be enabled when the Purchase Order date is before the Document Retention Date.