Archive Purchase Orders

Use the Archive Purchase Orders screen to remove eligible purchase order (PO) data from the "live" purchasing tables and place it into history tables.

You can view PO history in the PO History subtask of the View Item Purchasing Information.

If applicable, the purchase order or PO line's CIS Code and CIS Withholding line flag for the selected range is copied from the PO tables to the PO history tables.

Note: Depending on the range selections on this screen, subcontract POs are included in the archive process. The majority of the text in the Archive Purchase Orders documentation refers to the archiving process for purchase orders, however Subcontract POs, Blanket POs, and Release Orders can also be included, if selected.

Archiving occurs at the PO header level. All or none of the POs (or blanket releases) must be archived. The archive selection criteria are:

• The PO Header Order Date must be less than the Order Date Cutoff (line order dates are not referenced);
• The status of the PO Header must be closed, system closed, or void;
• The PO ID must be within the PO Selection criteria.