Move Closed Orders to History

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 Background and Road Map for more information.

It is recommended that you run this program other processes are not active.

  1. The program displays a prompt that the program should be used in consultation with Qantel Support. This is recommended so that you know how the system will be impacted by the archive.

    Click Yes to continue or click No to exit the program.

  2. Set your options:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Selection tab to select specific records.

    3. Click the Program tab to set these options:

Field Name

Type / Max Length

Action / Description

Archive closed sales orders on or before

Required
10 date

Select a date or enter a date shortcut. Closed and cancelled sales orders entered on or before this date will be moved to history.

Note
Bills of lading not associated with sales orders that were entered on or before this date will also be archived.

Number of orders to process

Required

Enter a number up to 9999 or enter 0 to process all orders that meet archive criteria.

Important!
The process can be time-consuming; it is recommended that you archive less than 10,000 orders at a time.

  1. Choose the appropriate options:

To

Do This

Print orders to archive

Click Print. The program prepares a report of the sales orders that will be archived. See Background for a list of what prints.

When printing is complete, the program prompts:

Enter ARCHIVE to move the reported <number> transactions to history

Press Enter to exit to options. The user is sent an email that includes the time it took to build the work file and the number of records that were processed.
OR
Type the word ARCHIVE (all uppercase) to move the listed orders to history files. After records are archived, the program returns to options. The user is sent an email that includes the time it took to build the work file and how long it took to complete the archive process.

Save these options for future use

Click Save.

Redisplay current options

Click Refresh.

Exit the program

Click Exit.