General Maintenance for Archiving Data

You can select one or more of the following options to be performed on the database after archiving your data.

• Remove jobs with Closed or Refused status, and all related records.

  Caution! If you have closed or refused jobs in the current fiscal year, do not select this option. Instead, use the Remove Closed/Refused Jobs option in the 3-5 Jobs window.

• Remove payable invoices with Paid or Void status and no Job #.
• Remove service invoices with Paid, Completed, or Void status (this option does not appear if you do not have service invoices).
• Remove purchase orders with Closed status and no Job #.

When the archive process removes a job record, it also removes job-related records, including schedules, job costs, takeoffs, progress billing, time and materials setup, closed purchase orders, subcontracts, change orders, budgets, proposals, and accounts payable and receivable invoices assigned status 4-Paid or 5-Void.

Note: The archive process does not remove a closed job unless the job has a $0 balance and all invoices and credits have been assigned status 4-Paid or 5-Void.

If you select the Remove service invoices with Paid, Completed, or Void status dated prior to or Remove purchase orders with Closed status and no Job # dated prior to options, you must provide a date in the date field before clicking [Next].