Mass Delete Closed Shop Orders and Clockings

Explanation

Use this activity to remove old shop order data and indirect 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 state Canceled or Closed.
• All Purchase Order lines connected to outside operations on the Closed Shop Order must be completely invoiced and matched. State of all the supplier invoices connected to the Purchase Order should be in 'PaidPosted'.
• Operation history 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 of Closed Shop Order 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 the user selects 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 the user selects 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 the user selects the Remove Orders check box, the Mass Delete process will delete 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 the user selects the Remove Clockings check box, the mass delete process will delete all the Clocking records of the closed Shop Orders.

As a result of this activity, the system system will delete the Indirect Clocking records that meet the above prerequisites provided that the Remove Indirect Clockings check box is selected.

The following information will not be deleted:

• Shop Order Statistics and Machine Operation Statistics.
• Inventory Transaction, Labor Transaction and Operation Transaction and Indirect Labor history records.
• Connected Purchase Order lines or any requisition lines that have 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

1. Enter the site from which you want closed shop order data purged. Use List to select from available sites. Enter a 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 four 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.
4. Select the Remove Indirect Clockings check box, if you want to remove indirect clocking data.
5. Click OK.