Move PO and Receivers to History

Use the PO-Receiver Archive (VEX) program to move closed purchase orders to history. All records associated with the POs are also archived, including receivers, shipments, MRB tags, etc. Transactions are listed for review before they are archived. See Background and Road Map for more information.

  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 this program specific option:

Field Name

Type / Max Length

Action / Description

Archive POs & rcvrs closed on or before

Required
10 date

Select the cutoff date through which you want to archive closed purchase orders and receivers.

Purchase orders that are closed, received complete, or closed short and the receivers with a PO date on or before the archive date will be moved to history.

Number of POs to process

Required

Enter a number up to 9999 or enter 0 to archive closed POs and receivers through the date specified.

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

  1. Choose the appropriate options:

To

Do This

Print POs and receivers to archive

Click Print. The program prepares a report of the purchase orders and receivers 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 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 records 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 processing.

Save these options for future use

Click Save.

Redisplay current options.

Click Refresh.

Exit the program

Click Exit.