ph28 Archiving
Ph28 has a number of features to remove old information from your system. Removal of old information will assist in keeping your system quick as well as aiding you stay within your booking limit.
Before removing any data please make a permanent backup of your data as removed items cannot be re-instated.
The Data removal tools can be found in the Old Data Removal sub-menu of the Tools menu. This menu is only available when the Maintain toolbar is active.
Before removing any data please make a permanent backup of your data as removed items cannot be re-instated.
The Data removal tools can be found in the Old Data Removal sub-menu of the Tools menu. This menu is only available when the Maintain toolbar is active.
Removing Finished Bookings
Ph28 includes a facility for removing completed bookings. This feature can be found on the Tools menu, selectable when in the maintenance area of Ph2. The Remove Finished Bookings tool can be found within the Old Data Removal sub-menu.
Ph28 includes a facility for removing completed bookings. This feature can be found on the Tools menu, selectable when in the maintenance area of Ph2. The Remove Finished Bookings tool can be found within the Old Data Removal sub-menu.
Selecting this feature will display the window shown below. Before attempting to remove any bookings, you should always make a permanent backup of your data files and print a Diary Debtors report. If you do not acknowledge that you have performed these two tasks, Ph2 will not allow you to remove any bookings. Printing the Diary Debtors report will show up any historical bookings which have not been paid, you should first resolve this issue before continuing any further.
After confirming that you have performed these two essential tasks, select the cut-off date and press search.
If any bookings are found with outstanding balances in the selected period, then the user will be informed and the relevant bookings displayed. It is the responsibility of the user to decide which bookings are to be removed. To select a booking for removal, simply double click it. When all the bookings to be removed are selected, press Close.
Writing off bookings by this process will not remove them from the sales ledger, the user must take the decision to do this.
Bookings found which do not have outstanding balances will not be displayed.
To complete the process, press Remove.
Writing off bookings by this process will not remove them from the sales ledger, the user must take the decision to do this.
Bookings found which do not have outstanding balances will not be displayed.
To complete the process, press Remove.
Removing Finished Customers
This feature provides an automatic means of scanning your customer database for unused accounts and can be found on the Tools menu, within the Old Data Removal sub-menu, selectable when in the
maintenance area of Ph28. The Customers Without Transactions window, shown below, will be displayed and provides a very simple means to remove unused accounts. To use this feature, first press Search to scan your customer database for accounts without transactions. Once the search is complete press Browse.
This feature provides an automatic means of scanning your customer database for unused accounts and can be found on the Tools menu, within the Old Data Removal sub-menu, selectable when in the
maintenance area of Ph28. The Customers Without Transactions window, shown below, will be displayed and provides a very simple means to remove unused accounts. To use this feature, first press Search to scan your customer database for accounts without transactions. Once the search is complete press Browse.
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