1. TTo keep Herschel running quickly it's important to periodically delete old data. You can control how much information you want to keep available - this could be a few months, or several years if you prefer. The options used to do this are:
The Buy module's delete & transfer old items option deletes and archives your purchasing data, up to a date you specify. Note - Herschel keeps your purchase receipt details forever, and you can analyse them in the History module:
The Sell module's delete & transfer old items option deletes and archives your sales data, up to a date you specify. Note - Herschel keeps your despatch & invoice details forever, and you can analyse them in the History module:
The Make module's delete old orders option deletes completed works orders which were entered before a given date. Before running this option, it's a good idea to "close short" any orders which will never be completed, using the Works Order Tool.
When deleting old works orders, uncosted orders can be omitted, as can orders which have not been completely kitted. As well as deleting old works orders, this option also tidies up the kit lines associated with each order, and corrects the stock figures of any unissued components:
The Store module's transfer transactions option analyses stock transactions in the store module and then deletes old transactions:
Any transactions that occur before or on a given date are broken down into monthly movements into and out of stock, as follows:
|Movements Into Stock ||Movements Out Of Stock|
|REC STOCK||ISS STOCK |
|STK ADJUST (+ve) ||STK ADJUST (-ve) |
|PO RECVD||SO DESP|
|WO RECVD ||KIT ISSUE|
These movements are then transferred to the History module and the stock transactions deleted from the Store module. A summary report is produced. Optionally all transferred transactions can be listed if required for audit purposes. Note that the movements are valued at standard cost, using the standard cost that was current when the movement took place.