Mass Delete Closed Shop Orders and Clockings

Explanation

This activity is used to remove old shop order data, indirect and downtime clockings in order to maintain optimum database performance.

Prerequisites

This activity requires that orders be created in Shop Order, then processed and closed. Also, if you want to maintain any history of the data being deleted, you must first archive it.

A closed Shop Order must meet the following criteria to have information deleted:

• The purchase requisition line connected to the outside operation must have no open request (RFQ) or no open purchase order line.
• Any purchase order line connected to the closed shop order must be in the Canceled or Closed status.
• All purchase order lines connected to outside operations on the closed shop order must be completely invoiced and matched. All the supplier invoices connected to the purchase order should be in the PaidPosted status.
• Operation history, inventory and shop order general overhead transactions must have been transferred to the finance system.

In order to delete an indirect clocking record, the corresponding indirect transaction must have been transferred to the finance system.

System Effects

Essentially the mass delete closed shop order process will delete all the information found at the shop order client level.

As a result of this activity, the system will delete the following for closed shop orders that meet the above prerequisites:

• If you select the Remove Material Lines check box, the mass delete process will delete all the material lines of the closed shop order and the corresponding tools, notes and work guidelines.
• If you select the Remove Operations check box, the mass delete process will delete all the operations of the closed shop order and the corresponding tools, notes, work guidelines and clockings.
• If you select the Remove Orders check box, the mass delete process will delete the shop order header record; all the material lines of the closed shop order and the corresponding tools, notes and work guidelines; all the operations of the closed shop order and the corresponding tools, notes, work guidelines and clockings.
• If you select the Remove Clockings check box, the mass delete process will delete all the clocking records of the closed shop orders.
• If you select the Remove Order History check box, the mass delete process will delete all the records in the Shop Order window History tab and Order History tab.
• If you select the Remove Requisitions check box, the mass delete process will delete all the records in the Shop Order Requisitions records connected to the closed shop orders.

As a result of this activity,

• The system will delete shop orders in the Canceled status when the Remove Orders check box within the Shop Order - Canceled area is selected.
• The system will delete the indirect clocking records that meet the above prerequisites when the Remove Indirect Clockings check box is selected.
• The system will delete the downtime clocking records that meet the above prerequisites when the Remove Downtime Clockings check box is selected.

The following information will not be deleted:

• Shop order statistics and machine operation statistics.
• Inventory transaction, labor transaction, operation transaction, indirect labor and machine history records.
• Connected purchase order lines or any requisition lines that have a purchase order created or request created.

Window

Mass Delete Closed Shop Orders and Clockings

Related Window Descriptions

Mass Delete Closed Shop Orders and Clockings

Procedure

Procedure A

1. Enter the site from which you want closed shop order data purged. Click List to select a site from the available sites. Enter the percent (%) sign to make the system purge all sites.
2. Enter the date up to which you want to purge closed shop order data.
3. Select one or more of the following five check boxes to specify how much of each shop order's data is to be removed.
   • Select the Remove Orders check box if you want to remove all shop order data including material, operations and clockings.
   • Select the Remove Material Lines check box if you want to remove only material data.
   • Select the Remove Operations check box, if you want to remove operation data including clockings.
   • Select the Remove Clockings check box, if you want to remove clocking data only.
   • Select the Remove Order History check box, if you want to remove order history data only.
   • Select the Remove Requisitions check box, if you want to remove connected shop order requisitions only
4. Select the Remove Orders check box within the Shop Order - Canceled area, if you want to remove all shop order data for shop orders in the Canceled status.
5. Select the Remove Indirect Clockings check box, if you want to remove indirect clocking data.
6. Select the Run in Background check box, if you want to perform mass delete as a background job.
7. Click OK.

Procedure B:

Click Schedule to open the New Database Task Schedule window. Set the required scheduling parameters and save (Instead of Remove to Date you have to enter Days to Keep). Scheduled tasks can be seen in the Scheduled Database Tasks window