Mass Delete Closed Shop Orders and Clockings
Explanation
This activity is used to remove old shop order data, indirect and downtime clockings in order to maintain optimum database
performance.
Prerequisites
This activity requires that orders be created in
Shop
Order, then processed and closed. Also, if you want to maintain any history
of the data being deleted, you must first archive it.
A closed
Shop Order must meet the following criteria to have information deleted:
- The
purchase requisition line connected to the outside operation must have no
open request (RFQ) or no open purchase order line.
- Any
purchase order line connected to the closed shop order must be in the Canceled or
Closed status.
- All purchase order
lines connected to outside operations on the closed shop order must be
completely invoiced and matched. All the supplier invoices
connected to the purchase order should be in the PaidPosted status.
- Operation history, inventory and shop order general overhead transactions must have been transferred to the finance
system.
In order to delete an indirect clocking record, the corresponding indirect
transaction must have been transferred to the finance system.
System Effects
Essentially the mass delete closed shop order process will delete all the
information found at the shop order client level.
As a
result of this activity, the system will delete the following for closed shop
orders that meet the above prerequisites:
- If
you select the Remove Material Lines check box, the mass delete
process will delete all the material lines of the closed shop order and the
corresponding tools, notes and work guidelines.
- If
you select the Remove Operations check box, the mass delete
process will delete all the operations of the closed shop order and the
corresponding tools, notes, work guidelines and clockings.
- If
you select the Remove Orders check box, the mass delete process
will delete the shop order header record; all the material lines of the closed
shop order and the corresponding tools, notes and work guidelines; all the
operations of the closed shop order and the corresponding tools, notes,
work guidelines and clockings.
- If you select the
Remove Clockings check box, the mass delete process will delete all the
clocking records of the closed shop orders.
- If you select the Remove Order History check box, the mass delete process will delete all the records in the
Shop Order window History tab and Order History tab.
- If you select the Remove
Requisitions
check box, the mass delete process will delete all the records in
the
Shop Order Requisitions
records connected to the closed
shop orders.
As a result of this activity,
- The system will delete shop orders in the Canceled status when the Remove Orders
check box within the Shop Order - Canceled area is selected.
- The system will delete the indirect
clocking records that meet the above prerequisites when the Remove
Indirect Clockings check box is selected.
- The system will delete the downtime
clocking records that meet the above prerequisites when the Remove
Downtime Clockings check box is selected.
The
following information will not be deleted:
- Shop
order statistics and machine operation statistics.
-
Inventory transaction, labor transaction, operation transaction, indirect labor
and machine history
records.
-
Connected purchase order lines or any requisition lines that have a purchase
order created or request created.
Window
Mass Delete
Closed Shop Orders and Clockings
Related Window Descriptions
Mass Delete Closed Shop Orders and Clockings
Procedure
Procedure A
- Enter the site from which you want closed shop order data purged. Click
List to select
a site from the available sites. Enter the percent (%) sign to make the system purge all
sites.
- Enter the date up to which you want to purge closed shop order data.
- Select one or more of the following five check boxes to specify how much of each shop order's
data is to be removed.
- Select the Remove Orders
check box if you want to remove all
shop order data including material, operations and clockings.
- Select the Remove Material Lines check
box
if you want to remove only material data.
- Select the Remove Operations check box, if you
want to remove operation data including clockings.
- Select the Remove Clockings check box, if you want to remove clocking data only.
- Select the Remove Order History check box, if you want to remove order history data only.
- Select the
Remove Requisitions
check box, if you want to remove connected shop order requisitions only
- Select the Remove Orders check box within the Shop Order - Canceled
area, if you want to remove all shop order data for shop orders in the
Canceled status.
- Select the Remove Indirect Clockings check box, if you want to
remove indirect clocking data.
- Select the Run in Background check
box, if you want to perform mass delete as a background job.
- Click OK.
Procedure B:
Click Schedule to open the New
Database Task Schedule window. Set the required scheduling
parameters and save (Instead of Remove to Date you have to
enter Days to Keep). Scheduled tasks can be seen in the Scheduled
Database Tasks window