You use this program to copy lot transactions and inspection records to an archive file as well as purge transaction details for lots that are complete.
- Lot Purge and Archive
- Lot Purge and Archive Criteria
- Lot Purge and Archive Results
- Notes and warnings
- Hints and tips
- Application Help Pane
| Field | Description |
|---|---|
| Start Processing | Commences the process to archive lots according to your selection criteria. |
| Restore Lot | Re-establishes all the files that were previously
archived for a lot. The stock code, warehouse and lot number must be entered to restore a lot. If multiple bins is use then the bin number must also be entered. |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
| Field | Description |
|---|---|
| Archive Details | |
| Archive file name |
Indicates the name of the archive file that is generated. You can use the Browse on Archived Lots program to view details of all the files that were archived for lots. |
|
Archive lots completed |
Indicates the cut-off date according to which you want
completed lot records to be archived. A complete lot record is on where the quantity on hand for a lot reaches zero prior to the specified archive date. |
|
Archive expired lots only |
Archives only lots which have expired. |
| Thorough bin check | Validates the bin location field in the Lot
master file/table. This is generally used when toggling the multiple bins option (Inventory Setup). If multiple bins is enabled then every lot entry must have a value in the bin field, otherwise the default bin location is used. If multiple bins is disabled then any entries with a value in the bin area is removed and a single lot entry is made for the total for that lot number. The transactions are treated in the same way. |
| Archive Text | |
|
Click to add notes |
Select this to use the Text Editor program to enter free format text you want to store in the archive file (e.g. to describe where the archived information is actually stored). |
| After processing completed | These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
The results of the processing function you selected are displayed in this pane once processing is complete (unless you enabled the option to close the application from the After processing completed section). You use this section to print or email this information.
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Once a lot has been archived, you cannot process further transactions for the lot, unless you select to restore the files from archive.
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You cannot restore a lot that contains any serialized items.
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You cannot restore archived lots if you archived while Multiple bins were required (Inventory Setup) and you then switched multiple bins off. When multiple bins are not required, the Bin field defaults to the default bin (usually the warehouse code) and you cannot access the Bin field on the Restore Archived Lot screen.
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A lot is not archived if there is a quantity still in inspection for the lot (see WIP Inspection Maintenance).
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A lot is not archived if there is a quantity reserved against the lot (see Parent/Lot Serial Reservation) even if the lot has a zero quantity on hand and the last processed date for the lot is before the date selected.
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WIP inspection records are not archived if the Capture lots at end of WIP inspection option is enabled (WIP Setup) as no lot information is available until the item is accepted into stock.
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When a lot is archived (and its associated transactions deleted) the program automatically deletes and archives any inspection records held against the lot.
Similarly, if the lot is serialized, then any serial transactions relating to issues or sales generated for the archived lot are also archived. This ensures that transaction records are retained even if the serial is deleted by the Serial File Purge program (this program deletes serial numbers and transactions for traceable items only once the lot has been archived).
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The lot master file comprises of a header record and a transaction record. The header record is never deleted from the lot master file; only the lot transactions are deleted and archived. When you query an archived lot, you are given details of when it was archived and the actual archive file name in which the lot transaction records are stored.
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We recommend that you back up the archive file with a relative path name, and that the archive index portion of the file is backed up at the same time. This enables you to restore the archive file into a folder that differs from the one in which it was created (useful, if space is limited).
For example: If your archive file was created in: /u/syspro/ATRC001, then you should first change to the /u/syspro folder before backing up the file ATRC001 (without specifying the folder name /u/syspro). Backing up the index portion of the archive file (e.g. ATRC001.idx) enables you to query the restored archive file without first having to reindex it.
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.