Archived Data

The Archive functions in DUO are designed to extend both the workflow capability and the entity types that can be archived.

These functions are under development. No parts of it are visible in DUO yet. Order details screens for all order types will use the present DUO Order widget. This widget adapts to the order type.

MYOB Exo has utilities to archive sales and purchase orders to improve performance of live orders. This moves them to another table. The enhancements offered by DUO when compared to MYOB Exo archiving capabilities include:

·         The ability to view archived sales and purchase orders on screen (rather than report).

·         The ability to clone archived sales or purchase order to a new live order.

·         Substitute archiving functions that offer more filters to control the list of orders being archived.

·         Archive processing and viewing for inwards goods receipts.

·         A better document manager.

The functions include:

Function

Description

Archive Sales Orders

Archive Sales orders function

Archive Purchase Orders

Archive Purchase orders function

Archive Inwards Goods

Archive Inwards Goods Receipts (Exo doesn’t do this)

Archive Stock Requests

Archive Stock Transfer Requests

View Archived Sales Orders

View archived sales orders

View Archived Purchase Orders

View archived Purchase Orders

View Inwards Goods Receipts

View archived  Inwards Goods Receipts

View Archived Stock Requests

View archived  Stock Transfer Requests

View Archived Stock Trans

View archived stock transactions

Document Manager

A better interface for managing attached documents

 

Archiving Data

DUO offers better solutions for archiving Sales and Purchase Orders. These functions are part of the Sales and Purchased Modules respectively.

DUO offers a new function to archive Inwards Goods Receipts. This function is part of the Warehouse module.

DUO offers a better solution for archiving Stock Transfer Requests. This function is part of the Warehouse module.

What we mean by better solution:

·         More selection criteria

·         Ability to store selection criteria

·         Ability to schedule runs of a stored selection criteria

Viewing Archived and Live Data

View Sales Orders

The view sales orders function is a read only representation of archived sales orders in similar screen format to DUO sales order supply.

The only processing function available is to clone an archived sales order to a live new order.  This is similar to MYOB Exo copy sales order function.

This function is part of the DUO Sales module.

Proposed development: Create DUO Entity and Form parameters for SALESORD_HDR_ARCHIVE

View Purchase Orders

The view purchase orders function is a read only representation of archived purchase orders in similar screen format to the DUO purchase order receipt.

The only processing function available is to clone an archived purchase order to a live new order.  This is similar to MYOB Exo copy purchase order function.

This function is part of the DUO Purchases module.

Proposed development: Create DUO Entity and Form parameters for PURCHORD_HDR_ARCHIVE

View Archived Inwards Goods Receipts

This is a viewer function for archived inwards goods receipts. The screen format is similar to the DUO Inwards Goods screen.

There is no processing functionality in this function.

This function is part of the DUO Warehouse module.

Proposed development: Create DUO Entity and Form parameters for INWARDS_GOODS_ARCHIVE

View Archived Stock Transfer Requests

This is a viewer function for archived stock transfer requests. The screen format is similar to the DUO Stock Transfer Requests screen.

The only processing function available is to clone an archived purchase order to a live new order.

This function is part of the DUO Warehouse module.

Proposed development: Create DUO Entity and Form parameters for STOCK_REQUESTS_ARCHIVE

View Archived Stock Transactions

MYOB Exo offers the option to archive stock transactions. Unlike sales and purchase orders which disappear from the live tables, archived stock transactions are replaced by a summarised transaction for each stock item, location, period, and transaction type. It does this to preserve the summation history used by recomputed stock totals and recomputed average cost.

This function is offered as a grid widget which can be added to the stock search available in the Essentials module. Presentation is similar to the DUO Stock Transactions widget.

Proposed development: Create grid widget for STOCK_TRANS_ARCHIVE


 

Document Manager

Functionality is like Exo


 

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