Archiving records - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

Language
English
Product
HxGN EAM
Search by Category
Help
HxGN EAM Version
12.0.1

Archive work orders, purchase orders, stock transactions, electronic records, and audit trail records.

  • During the archive process archived items are removed from normal view. The items are added to separate archive tables.

  • Archived items will no longer be available for reports or budgets.

  1. Select Administration > Setup > Archive Records.

  2. Click New Record.

  3. Specify this information:

    Archive Through - Specify the date through which to archive.

  4. Optionally, select the Work check box to archive work orders where System Status=C and Date Completed <=Archive Through, and then specify the Work Order Type to further filter the available work records for archiving.

    The following are archived in connection to work order and work order activities:

    Archived Items

    Qualifications

    Schedules

    Additional charges

    Materials Lists with Event

    Pick Lists for the WO

    Booked hours

    Quotations with Services for the WO

    Purchase Orders with Direct Materials for WO Activities

    Repair Parts

    Calculated costs for the WO Costs

    Costs

    Instruments (Calibration)

    Standards (Calibration)

    Systems (EMRS)

    Test Points (Calibration)

    Aspects (Inspection)

    Points (Inspection)

    Linear References

    Account Details

    Matched invoices for POs

    Requisitions with WO on header

    Quotations that reference the Requisition

    Receipts for Direct Materials for WO Activities

    Dock Receipts for Direct Materials for WO Activities

    Issues/Returns for WO Activities

    Supplier Evaluations for WO Activities

    Warranty Claims for WO Activities

    Reservations for WO Activities

    Tools requested for WO Activities

    Tool Usage for WO Activities

    Customer Contracts for the WO

    Customer Invoices with lines for the WO

    Fixed payments for the customer contract

    Dispatches for standing WO Activities

    Only those with a Status of Approved or Completed are archived.

  5. Select the Purchasing check box to archive purchasing transactions.

    The following are archived related to archived invoices:

    Archived Items

    Invoices with Matched or Cancelled status

    Lines

    Extra charges and discounts

    Extra charges for costs tab

    Invoice allocations

    Account details

    The following are archived related to archived purchase orders:

    Archived Items

    PO Headers-Order clauses, lines, extra charges, revisions

    Blanket Orders

    Booked Hours

    Dock receipts

    Packing slips

    Invoices

    Order Tracking

    Supplier Evaluation

    The following are archived related to archived requisitions:

    Archived Items

    Requisitions headers with Approved or Cancelled status

    Lines

    WOs

    WO repair parts referencing the Requisition/Requisition line

    Packing Warranty claims referencing the Requisition/Requisition line

    Transactions

    The following are archived related to archived quotations:

    Archived Items

    Quotation headers and lines

  6. Select the Stock Transactions check box to archive stock transactions with a Status of Approved or Cancelled.

    The following are archived related to stock transactions:

    Archived Items

    Issues/Returns

    Price Correction

    Manual Price Type

    Return for Repair

    Stocktake with Approved or Cancelled status

  7. Select the Audit Trail check box to archive the audit trail, a history of changed records.

  8. Select the Electronic Records check box to archive electronic records.

    The following shared tables are archived related to archived work orders, work order transactions, purchasing transactions, and stock transactions.

    Archived Items

    Descriptions

    Audit Trail Records

    Electronic Signatures

    Event Addresses

    Documents

    Comments

    Custom Fields

    Associated Parts

    Permits

    Account Details

    • Select a value from 0 to 23 for the ARCHTIME install parameter to schedule a time for the archive process to run between 12:00 AM and 11:00 PM, such as, for 12:00 AM, select 0 and for 11:00 PM, select 23.

    • Set the ARCHTIME to null to let the archive process run immediately on clicking Start.

  9. Click Start to begin the archive process.

  10. The archive record is saved.

  • Click Status to view the number of records archived.

  • Click Stop to halt the archive process. This will stop the process but will not cancel the process. The current archive record will finish before stopping. The transactions already archived will not roll back.