This screen contains three table windows, all of which display on the screen at once, and function as follows:
Use the primary Report Archive Categories table window to set up report archive category codes and names, as well as specific archive criteria regarding archive override, file purge, and archive expiration data.
Use the Unassigned Report Categories table window to view the system-designated report categories that are currently unassigned to the selected report archive category code in the first table window. Use the Select pushbutton to move the report category from the "Unassigned" table window to the "Assigned" table window. Once a report category has been selected from this table window, it no longer displays.
Use the Assigned Report Categories table window to link a previously "Unassigned" report category to the selected report archive category code in the first table window or to view report categories already "Assigned" to the selected report archive category code in the first table window.
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Note: You can assign a report category to an archive category in these screens. Alternately, you can assign
an archive category to a report category in the Report Categories screen
(Administration\Maintain\Reports). |
Set up this screen during initialization, before you print system reports.
If you plan to assign a report category to an archive report category, you must have first established report categories in the Report Categories screen (Administration/Maintain/Reports).
What are the system-designated report categories that can be assigned to report archive categories?
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Report Category |
Report Category Name |
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POSTNGJNLS |
Posting Journals |
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CUSTBILLS |
Customer Bills/Invoices |
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FINSTMTS |
Financial Statements |
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COMPLIANCE |
Compliance reports (1099s, W2s) |
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PURCHORDER |
Purchase Orders |
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RFQ |
Request For Quotes |
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PURCHREQS |
Purchase Requisitions |
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RECPTTRVLR |
Receipt Traveler |
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SALESORDER |
Sales Orders (Acknowledgements, Packing Slips) |
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PURGEARCHV |
Purge/Archive |
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INTERNAL |
Internal |
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PROCESS |
Process |
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INTRNEXTRN |
Internal/External |
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DEBITMEMO |
Debit Memo |
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CHECKS |
Checks |
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EMPLOYEE |
Employee |
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ECNTRVLR |
ECN Traveler |
Use the fields in this table window to set up report archive category codes and names, as well as specific archive criteria regarding archive override, file purge, and archive expiration data.
Report Archive Category Code *
For new report archive categories, enter up to 10 alphanumeric characters in this field to define a report archive category code.
For existing report archive categories, you can view those categories already set up and make edits to the other fields in the row, as desired.
Name *
For a new report archive category, enter up to 254 alphanumeric characters in this field to provide a report archive category name.
For an existing report archive category, you can edit this field as needed.
You can click on the Notes icon at the end of this field to add up to 254 characters of additional information relative to the report archive category code.
Select this checkbox to allow users to override the archive rules for this report archive category code at runtime.
This checkbox is inactive by default.
Select this checkbox to allow users to enforce the archive rules for this report archive category code. If you select this checkbox, the system will automatically create an archive when the report is successfully submitted.
This checkbox is inactive by default.
Select this checkbox to allow users to never purge this report archive category code.
If you select this checkbox, you must enter also enter data in the Expiration Age and Expiration Timeframe fields.
This checkbox is inactive by default.
Enter the number of units (Days, Weeks, Months, Years) at which reports in this archive category can be purged. You will select the desired unit from the drop-down box in the Expiration Timeframe field.
Select the number of units (Days, Weeks, Months, Years) from the drop-down box that apply to your numeric entry in the Expiration Age field, at which reports in this archive category can be purged.
If this field is not applicable, "None" displays.
Use the fields in this table window to view the system-designated report categories that are currently unassigned to the selected report archive category code in the first table window. Use the Select pushbutton to move the report category from the "Unassigned" table window to the "Assigned" table window. Once a report category has been selected from this table window, it no longer displays.
The system-designated report category displays in this non-editable field.
The system-designated report category name displays in this non-editable field.
Click on the Select pushbutton to move the selected row from the Unassigned Report Categories table window to the Assigned Report Categories table window.
This action enables you to select the specific system-designated report categories that should make up each report archive category.
Alternately, you can perform a Lookup directly from the Report Category field in the Assigned Report Categories table window to assign a report category to the report archive category.
Use the fields in this table window to link a previously "Unassigned" report category to the selected report archive category in the first table window.
Enter, or use Lookup to select, an unassigned report category to associate with the report archive category code selected in the first table window.
Alternately, you can click on the Select pushbutton to move the selected row from the Unassigned Report Categories table window to the Assigned Report Categories table window.
The system-designated report category name displays in this non-editable field.
* A red asterisk denotes a required field.
Changes to this screen update the W_RPT_ARCH_CATGR (Report Archive Category) table.
