PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Collapse]Financials
    [Expand]Accounting Basics
    [Expand]Posting
    [Expand]Automatic Posting
    [Expand]Accounting Dashboard
    [Expand]Overview
    [Expand]Close
    [Expand]Accruals and Deferrals
    [Expand]Credits and Leases
    [Expand]Reports
    [Expand]Special Reports
     Consolidated Financials Statements
    [Expand]Fixed Assets
    [Expand]Transactions
    [Expand]Debt Collection
    [Expand]Reminders
    [Expand]Year-end
    [Expand]Interest
    [Expand]Cash
    [Collapse]Archive
      Archiving
      General Journal - Archive
      Account Card - Archive
     ZEUS Planning
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
   [Expand]Old products
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
  [Expand]Old products Archive
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
  [Expand]Old products Archive
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

Load Time: 515.6315 ms
"
   1410 | 1809 | 336618 | Updated
Label

Archiving

Archiving

Archiving

010381.gif010411.gif010382.gif010383.gif

By using the function for archiving of data from subject accounts and the general ledger you can transfer data from journal entries to tables of archived general journals:

37291.gif

All document types for posting to subject accounts together with the general ledger are displayed in the selection window. The document types which you want to archive can be chosen here.

Period date from
Here you can enter the start period date from the journal entry header which you want to archive. The data is optional.
Period date (To)
Here you can enter the end period date from the journal entry header which you want to archive.
The To field cannot be left empty and it cannot be more recent than the start date of the general ledger , otherwise an error is returned (see "Date To" must be defined and it must be prior to the opening date!).
Account
Archiving may be restricted by accounts.
Subject
Archiving may be restricted by subjects.
Department
Archiving may be restricted by departments.

Type of Archiving:

Subject Accounts (closed lines)
This field should be checked if the closed lines of subject accounts is the only thing you want to archive. All records of subject accounts, which have been closed in the selected period, shall be archived.
General ledger
This field should be checked if you want to archive the whole general ledger. All posts willl be archived:
  • those belonging to the selected period and
  • where the subject is not specified in the journal entry line or
  • the line is either closed or
  • the  account has the archiving type set on O - Archive all subject accounts
Delete empty journal entries
This field should be checked if you want to remove all journal entry headers from the general ledger, Data from lines willl be  transferred to archived general journals.
Archive By clicking this button you launch the archiving procedure according to the previously selected criteria.
000001.gif See Taskbar for a general description of its functions.

 


 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!