Allow your production environment to run lean and efficiently
Dramatically improve system performance
Shorten MRP regeneration
Speed up report generation
Reduce database size 40-60%
Shorten tape backups
Here’s how it works:
The utility first creates a complete archive company in Macola prior to the start of the process. This is simply a copy of the company’s database which can be accessed for history purposes at any time. NO data is ever deleted.
The amount of data to be kept in the "production" company is based on the input from the Data Retention Worksheet on the next page. Different types of data can be kept for different periods of time.
Using SQL scripts, the data retention procedure is then executed to remove any data from the production company that is older than the desired retention period. A test of the procedure and data validation is performed prior to execution in the live environment. Elapsed run time is typically less than 1 hour.
SQL maintenance is then performed to physically reduce the database size. Typical size reduction is 40-60%.
Subsequent performance of the process (e.g. yearly) removes additional records and inserts them into the archive company, so that NO data is ever lost or deleted. The Data Retention process can also be run against the archive company as well, managing data stored there to different instructions (such as 7 years, for example).
Pricing: $795 for the utility plus consulting fees. Please contact us or your Exact Reseller for further information.
Sample Data Retention Policy Worksheet
Retention Procedure
File Name
Dependent Files
*Amount of Data to Retain
AP — Distribution to G/L
APDISFIL
12 Mos
AP — Open Item File
APOPNFIL
APOPNHST
CY+2
AP — Vendor Audit
APVENADT
CY
AP — Check Reconciliation
CHRECKREC
CY+2
AR — Commission Due
ARCOMDUE
CY+1
AR - Customer Audit
ARCUSADT
1 Yr
AR — Distribution to G/L
ARDISFIL
12 Mos
AR — Open Item File
AROPNFIL
AROPNHST
CY+2
BB — Purge Deposits
BBDEPFIL
CY+2
BB — Distribution to G/L
BBDISFIL
12 Mos
BB — Open Item File
BBOPNFIL
CY+2
BB — Statement File
BBSTMFIL
CY+2
BM — BOM Audit
BMPRDAUD
1 Yr
GL — Comparative
GLCMPFIL
CY+2
GL — Transaction History
GLTRXHST
CY+2
IM — Distribution to G/L
IMDISFIL
24 Mos
IM — History Transaction
IMINVTRX
IMBLDHST , IMRECHST
CY+2
IM — Audit Trail Item/Location
IMITMAUD
IMITMADT
1 Yr
PP — Prod Shortage
IMSHTFIL
CY+1
LP - Labor CC Audit
LPCCAUD
LPERNAUD,LPTRXAUD
CY+1
LP — Labor Transactions
LPCCHST
LPERNHST,LPTRXHST
CY+2
MC — Distribution to G/L
MCDISFIL
12 Mos
MCA - Job Audit
MCJOBAUD
1 Yr
MCA - Closed Jobs
MCJOBFil
MCTRXHST
CY+2
OE — Order Audit
OEHDRAUD
OELINAUD,OEFDOAUD
1 Yr
OE — Order History
OEORDHST
OELINHST, OECMTHST
CY +2
OE — Closed Orders
OEORDHDR
OEORDLIN
1 Yr
OE — Sales Comparison
OESLSHST
CY+2
PO — Order Audit
POHDRAUD
POLINAUD,POIVAUD,POINSAUD
1 Yr
PO — Order History
POHDRHST
POLINHST
1 Yr
PO — Closed Purchse Orders
POORDHDR
POORDLIN,POINSHDR
CY+2
PP — Order Audit
PPORDAUD
1 Yr
PP — Completed Prod Orders
PPORDFIL
PPORDTRX,PPCSTTRX
CY+2
SF — Order Audit
SFORDAUD
SFDTLAUD
1 Yr
SF — Order File
SFORDFIL
SFDTLFIL
CY+2
SM — Job Analysis
JOBFILE
CY+2
SM — Journal History
SYJRNHST
CY+2
SM — Tax Analysis
SYTAXLIN
SYTAXTRX,SYTAXHST
CY+2
* These are recommended retention periods. These can be changed to fit your retention requirements.
CY+2 means retain Current Year data plus two years of history from the month the process is run.