Works Orders can be archived once they are Closed or Cancelled, which is a useful housekeeping exercise. This removes them from the Works Orders List and from most screens in the Works Orders module.
After archiving, Works Orders can still be accessed from Sage, using the View Archived Works Order screen.
To completely remove Works Orders from Sage, use this screen to delete archived orders.
Delete Works Orders
Open: Cim200 Works Orders > Utilities > File Maintenance > Delete Works Orders
- Select the date to use when archiving Works Orders. All Closed or Cancelled orders with a Closed Date or Cancelled Date respectively dated on or before the selected date will be archived.
- Click OK to proceed with the archive. Click Cancel to exit without archiving.
Delete Works Orders from the Archived Works Orders list
Open: Works Orders > Utilities > File Maintenance > Archived Works Order List.
- In the Archived Works Order List, select the works order(s) to delete.
- Select the Delete button above the list view.
- To remove any orders from the list, click Remove.
- Click Delete Works Orders to delete the listed orders. Click Cancel to exit without deleting orders.
Delete Works Orders from the menu
Open: Cim200 Works Orders > Utilities > File Maintenance > View Archived Works Order
- Select or type the Works Order number to delete.
- Repeat to add more Works Orders for deletion.
- Click Delete Works Orders to delete the listed orders. Click Cancel to exit without deleting orders.
