This process will remove the transactions in the invoice history and monthly statistics files based on the number of retention periods established in Retention Options.
The Invoice History Retention Process will run as part of the Close End of Day (EOD) process if the user answers yes to the run retention prompt that appears when running EOD. The process can also be run manually from the menu by selecting Invoice History Retention.
The retention process requires exclusive use of all files. All users must be completely logged out of Netâ˘Yield for the retention process to be run.
It is highly recommended that you create a backup of the databases before running Invoice History Retention. The backup should be saved to an archive file so that the data may be accessed in the future.
After selecting Invoice History Retention:
The current retention periods are displayed, along with the warning "Requires Exclusive Use of Files!!!"
The following message will appear: "Continue with retention processing? No/Yes."
The system will delete all records older than the settings defined in Retention Options.
| Available Actions | None |
Security Required : System - System Administration
| See Also |