Re: Re: Exporting old records
Tendai Mataranyika
3-13-24
Use Data Purge: Fist go to Database Maintenance >> Registers >> Data Purge >> Create New Data Purge >> Operations Menu >> Refill Affected Registers. In the matrix you will see that TRVc and ItemHistVc will be added automatically on each row respectively. You can delete the TRVc row to leave only Item History. On Date of Purging, specify the very first financial year end when you started using the system. Click Save. Now you go to Database Maintenance >> Routines >> Maintenance >> Data Purge. On Archive, select the Data Purge Record you created in Data Purge Register.

The Purge will create balances brought forward for every account and for ever item on the account and in the item history. It is advisable to do the purging in Yearblock to allow the user to still be able to print report at year-end starting with the first financial year, then you do the second and so on.

For the purge to be effected, you must do an export and import.

Please take note that you must create an HDB copy before doing a data purge.

after the purge and after export import, please make sure that the Trial Balance of the HDB Copy matches the new Trial Balance after the purge. And also your stock list in the copy must match stock list in the new system after the purge.
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