Version-92 Project entries can be cleaned up by deleting entries.
NOTE: It is recommended to delete billable and non-billable projects separately.
Project records before a selected date can be deleted.
The projects to delete entries are selected by filtering in this screen.
Internal projects that contain vacation, overtime balances, etc. will have an opening entry created for each of these "Internal types". We cannot ensure correct rounding of the cost value in the deletion. As internal type is normally used to calculate numbers, this will not be a problem, but it is recommended that the cost value per employee per trainee type is noted before deletion. A correction can then be made after the deletion.
Checking the deletion can be done by checking if "Not invoiced" is the same before and after deletion.
Choose between deleting after filtering or delete only records on the current project.
After selecting the delete method.
NOTE: No records newer than today's date minus to year can be deleted.
Checking the deletion can be done by checking if "Not invoiced" is the same before and after deletion.
Choose between deleting after filtering or delete only records on the current project.
After selecting the delete method.
NOTE: No records newer than today's date minus to year can be deleted.
If the project group is "Billable" do the following:
- First, uninvoiced project records that do not have an internal type before the selected date are deleted.
- Then delete "Invoiced Project Items" if "Sales value on invoice number" = 0"
If the Project Group is "Not billable" do the following:
- First, uninvoiced project records that do not have an internal type before the selected date are deleted.
- A "primo record" is then created on the day after deleted on records with Intern type per trainee type per employee. The records before the date are deleted.