This process will remove the detail transaction for all lots with a zero balance lotted lot based on the date the lot was zeroed and the retention days specified in Retention Options.
The Lot Retention process will run as part of the Close End of Day (EOD) process if the user answers "yes" to the run retention prompt when running EOD. The process can also be run manually from the menu by selecting the AP and AR Retention option.
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 Lot Retention. The backup should be saved to an archive file so that the data may be accessed in the future.
After selecting Lot Retention:
The current retention periods are displayed, along with the warning "Requires Exclusive Use of Files!!!"
The following message will also appear: "Continue with retention processing? No/Yes."
The system will delete all records older than the settings defined in Retention Options except for lotted items.
| Available Actions | None |
Security Required : System - System Administration
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