Deleting closed period statistics irreversibly clears the Torgsoft database of old financial and warehouse documents for closed months, while preserving current product stock balances, cash register balances, and mutual settlements. The main result is a smaller database size and faster program operation. The option is needed for companies that have been working in Torgsoft for several years and have accumulated a large volume of historical documents.
What the «Deleting closed period statistics» option can do
What it deletes from the database
- Old warehouse and financial documents — deletes sales, receipts, returns, write-offs, and financial documents for closed periods. The reporting period in the program is a calendar month.
- Consolidated tax invoices — completely deletes the invoice if at least one of its products is linked to a warehouse document being deleted.
- System logs — clears the document change log and the user action protocol for the period being deleted.
- System notifications — removes collective and system messages created up to the last day of the deleted period.
What it keeps unchanged
- Product stock balances — for the last day of the closed period, it creates incoming invoices that reflect the warehouse balances in the currency of the product’s last purchase.
- Mutual settlements with counterparties — the status of settlements with suppliers and customers remains unchanged; the program creates opening debts.
- Cash registers and purchase amounts — keeps the cash register balances and all customer purchase amounts.
- Accounting by serial numbers — for such products, it creates separate incoming invoices with the purchase price of the specific serial number, in the currency and from the supplier from which it was received.
Process settings
- Transferring zero stock balances — the switch «Transfer products with zero quantity when deleting closed period statistics». If disabled, products with zero quantity will not be included in the opening balances, and they can be deleted from the full list of products and services.
- Saving the supplier — the setting «Save supplier when deleting closed period statistics» assigns the supplier to the remaining stock balances. It works with cost calculation methods based on supply batches.
- Control of stock movement calculation — the switch «Confirm the need to calculate stock movement after deleting statistics» allows you not to start a long recalculation immediately if several periods need to be deleted in a row.
Control and security
- Backup before deletion — before clearing the data, the program offers to create a database archive so that you can roll back if needed.
- Statistics deletion log — for each period, it shows detailed discrepancies by cash register, current account, customer, product, and counterparty. Available from version 2022.4.0.
Run only on the server. Deletion is performed directly on the server computer — the procedure is prohibited from a client workstation. Before deletion, months must be closed in the «Analysis — Period» menu and the license number must be entered.
More about the option: torgsoft.ua/options/del/
