Reports you should print before archiving
Reports you should print:
Before you transfer/remove the data, module-specific reports should be printed either to the printer or to a file. You can use them to verify that your system updated properly or to recreate modifications.
|
Module |
Reports |
Options |
|
General Ledger |
Detailed Trial Balance (Report --> Financial --> Trial Balance --> Detailed) |
Include: Posting Accounts, Inactive Accounts Year: History Year (Each History Year) |
|
Summary Trial Balance (Reports --> Financial --> Trial Balance --> Summary) |
Include: Posting Accounts, Inactive Accounts Year: History Year (Each History Year) |
|
|
Detailed Budget Report (Reports --> Financial --> Budget --> Detailed Budget) |
Include: Posting Accounts, Inactive Accounts |
|
|
Bank Reconciliation |
Checkbook Register Report (Reports --> Financial --> Checkbook --> Checkbook Register) |
Include: Reconciled, Voided |
|
Multidimensional Analysis |
Account Analysis Report (Reports --> Financial --> Multidimensional Analysis. Analysis --> Account Analysis) |
Include: History Detailed |
|
Payables Management |
Transactions History-Detail (Reports --> Purchasing --> History) |
Ranges: Document Date From: 00/00/00 To: Archive Date |
|
Transactions History-Summary (Reports --> Purchasing --> History) |
Ranges: Document Date From: 00/00/00 To: Archive Date |
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|
Purchase Order Processing |
Purchase Order History (Reports --> Purchasing --> History) |
Ranges: Document Date From: 00/00/00 To: Archive Date Detailed |
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Receiving Trx History (Reports --> Purchasing --> History) |
Ranges: Document Date From: 00/00/00 To: Archive Date Include: Serial/Lot Numbers Detailed |
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Receivables Management |
Receivables Transaction Reports (Reports --> Sales --> Analysis) |
Exclude: No Activity Year: History Ranges: Document Date From: 00/00/00 To: Archive Date |
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Receivables Trx History (Reports --> Sales --> History) |
Ranges: Document Date From: 00/00/00 To: Archive Date |
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