Configuring NEOSYS Finance System

Deleting unwanted historical unposted batches prior to commencing finance module

This is irreversible so take a backup in case of errors. It is advisable to do this on test data first and then on main data. The process only deletes unposted records. At the time of writing, AF found no way to verify which exact version could be categorised as before or after 2009 and hence he suggests you should do this in test data first.

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!

NEOSYS versions after mid-2009

Clearing both posted & unposted items

F5
SELECT BATCHES WITH YEAR_PERIOD LT "2008.12"
DELETE BATCHES
FLUSH.INDEX
SELECT VOUCHERS WITH YEAR_PERIOD LT "0812"
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
CLEARFILE BALANCES 

Clearing unposted items only

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

NEOSYS versions before mid-2009

Clearing both posted & unposted items

F5
SELECT BATCHES WITH YEAR_PERIOD LT "08.12"
DELETE BATCHES
FLUSH.INDEX
SELECT VOUCHERS WITH YEAR_PERIOD LT "0812"
DELETE VOUCHERS
FLUSH.INDEX

UTIL - this prepares maintenance to run the next command
CHK.INDEX               ("0" for all periods and delete all missing voucher entries and clear all empty index records)
FLUSH.INDEX
CLEARFILE BALANCES 

Clearing unposted items only

F5
SELECT BATCHES WITH YEAR_PERIOD LT "08.12" 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.INDEX               ("0" for all periods and delete all missing voucher entries and clear all empty index records)
FLUSH.INDEX