Background: Sales Order Archive

Archive programs move fully-processed data from active transaction files to history files. Archiving can significantly improve day-to-day processing because the size of transaction files is reduced. You can access archived data in inquiries and reports by selecting the Include history option.

It is recommended that you run archive programs them when other users are not on the system: archiving may require access to files across many parts of PowerShift and the process is resource-intensive so best run when other activity on the system is low.

Use the Sales Order Archive (OEX) program to move closed sales orders to history. All records associated with the sales orders are also archived, including shipments, bills of lading, etc. Transactions are listed for review before they are archived. See Road Map for work flow.

Transactions are listed for review before they are archived. Information includes:

  • Branch

  • Order number

  • Order line number

  • Customer number

  • Date ordered

  • Item number

  • Standard unit cost

  • Quantity ordered

  • Quantity shipped

  • Status: B: Invoiced,  X: Cancelled

  • Shipment number

  • Shipment line number

  • Status: N: Invoiced

  • Date shipped

  • Quantity shipped

  • Actual unit cost

  • Shipment status: I: Invoiced