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Jiwa Training Centre
Jiwa Training Centre
Breadcrumbs

Archiving Sales Orders

Use this article to archive old sales orders in Jiwa.

Steps

1. Open Archiving Maintenance

Go to System Settings > Archiving > Archiving Maintenance.

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2. Select the archive job

Select Search, then choose Archive Sales Orders.

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3. Review archive settings

Check the default criteria:

  • Archives all closed sales orders 5 years or older

If different criteria is required, please contact your Jiwa consultant.

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4. Enable the archive process

Ensure Enabled is checked.

If not enabled, the system will only simulate the process and no data will be archived.

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5. Run the archive

Select Execute Now to run the archiving process.

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6. Review the results

After running the archive:

  • Go to the History tab

  • Expand on the latest job status

  • Check for any errors

  • Click on View Report to see the update details

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Tips

  • Run archiving during quiet periods or afterhours

  • Always review the history log after running

  • Test the archiving process with a simulation if unsure (untick the Enabled box in step 4)