For more information on running the archive program follow this link to the FAQ section How do I delete records from RouteManager?
All the settings for archiving invoices, accounts receivable and work order records are stored in the Options Maintenance program. Simply log into the program and set each of the settings to the total number of days before each item is archived. Please note that each item must be closed before it is eligible to be archived. Otherwise, an invoice must have a balance due of zero (i.e. paid) AND meet the date restrictions before it is archived. Likewise, work orders must have a status of closed and meet the date restrictions. Inactive accounts must meet the following criteria before they are archived: All contracts associated with the account must be in an Inactive or Cancelled status. All wearers associated with an account must be in an Inactive or Cancelled status. All services associated with an account must be in an Inactive or Cancelled status. All invoices associated with an account must be paid. Once the above criteria have been met all associated records for an account are archive
