Configuring NEOSYS Finance System: Difference between revisions
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Change 2008.12 and 0812 to the first period that you want to KEEP! | Change 2008.12 and 0812 to the first period that you want to KEEP! | ||
NB. On older versions of NEOSYS before 2009 use CHK.INDEX instead of CHK.VINDEX and use two digit year "08.12" when selecting batches. | |||
F5 | F5 | ||
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#The instructions say LT 2008.12 or LT 0812 - "LT" means LESS THAN ie NOT including the period mentioned so it is the first period you want to KEEP! | #The instructions say LT 2008.12 or LT 0812 - "LT" means LESS THAN ie NOT including the period mentioned so it is the first period you want to KEEP! | ||
#The WITH UNPOSTED and WITH LASTACTION phrases limit the clearing to unposted vouchers. If you remove these phrases to clear posted vouchers then you must also do CLEARFILE BALANCES which should only be done if there are no posted vouchers. In other words you cannot, with this procedure, clear some posted vouchers and not others. | #The WITH UNPOSTED and WITH LASTACTION phrases limit the clearing to unposted vouchers. If you remove these phrases to clear posted vouchers then you must also do CLEARFILE BALANCES which should only be done if there are no posted vouchers. In other words you cannot, with this procedure, clear some posted vouchers and not others. | ||
Revision as of 17:40, 19 May 2009
Deleting unwanted historical unposted batches prior to commencing finance module
This is irreversible so take a backup in case of errors. The process only deletes unposted records.
This leaves some NEOSYS generated journals in the current period which have to deleted one by one manually from the Journal Data Entry screen.
Change 2008.12 and 0812 to the first period that you want to KEEP!
NB. On older versions of NEOSYS before 2009 use CHK.INDEX instead of CHK.VINDEX and use two digit year "08.12" when selecting batches.
F5 SELECT BATCHES WITH YEAR_PERIOD LT "2008.12" AND WITH UNPOSTED DELETE BATCHES FLUSH.INDEX SELECT VOUCHERS WITH YEAR_PERIOD LT "0812" AND WITH LASTACTION "D" DELETE VOUCHERS FLUSH.INDEX
UTIL - this prepares maintenance to run the next command
CHK.VINDEX ("0" for all periods and delete all missing voucher entries and clear all empty index records)
FLUSH.INDEX
Notes:
- The instructions say LT 2008.12 or LT 0812 - "LT" means LESS THAN ie NOT including the period mentioned so it is the first period you want to KEEP!
- The WITH UNPOSTED and WITH LASTACTION phrases limit the clearing to unposted vouchers. If you remove these phrases to clear posted vouchers then you must also do CLEARFILE BALANCES which should only be done if there are no posted vouchers. In other words you cannot, with this procedure, clear some posted vouchers and not others.
