Work Order Purge

Overview

Work Order Purge is an optional process to delete Work Order Master, and all pertinent subordinate records, prior to a user specified cutoff date, which is compared to the Work Order Actual Close Date, to determine which records to delete.

This is not an archive but rather a delete of the selected data. If the Work Order detail records are needed for review, for any process in your organization (audits and/or historical research, for example), then the purge process is not recommended.

There is also an option to 'archive' Work Order the key subordinate records into large text fields on the Work Order Header (WOCST) record, and then purge those subordinate records (the Archived Work Orders process). Subordinate records that have previously been archived can also be restored through an option on the Work Order Header record.

When the Work Order data is purged all the subordinate data is deleted, except for Rootstock Cost Transactions associated with the Work Order (WO Component Issue, WO Receipts, WO Close, etc - as well as any Reversal transactions). For those Rootstock Cost Transactions the lookup field to the Work Order is cleared (because the lookup data has been purged), but the Order Number text field remains.

  NOTE  There is currently no method of data restoration available once this purge has been performed, other than restoring from the optional 'archived' data.

Application

Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below.

Navigation

Purge Work Orders

Fields
 

Division:  The division from which selected data will be purged. This is the current division of the user, and can be changed via the Quick Menu tab, or the Current tab on the Manufacturing User record of the user.

Cutoff Date:  This is required and is compared to the 'Actual Close Date' of Work Order Header records. Any Work Orders closed on or before this date are purge candidates.

 NOTE  Cutoff Date must be less than or equal to TODAY.

Purge Archived Work Orders:  When checked the system will purge qualifying archived Work Orders, as well as any other qualifying Work Order (not flagged as archived).

"Purge Work Orders" Button:  Click on the "Purge Work Orders" button to purge all closed Work Order records and all subordinate data records based on the Cutoff date.

The following records, and any child records linked to them, will be purged as part of the purge operation

• • • Work Order (rstk__wocst__c object)
    • Work Order Operation (rstk__woordop__c object) 
    • Work Order Component (rstk__woorddmd__c object)
    • Work Order Component Cost (rstk__woorddmdcst__c object)
    • Requirements (rstk__icixr__c object)
    • Pick List (rstk__icdmdpickloc__c object)
    • Disassembly Derived Component (rstk__icdreq__c object)
    • Labor Order (rstk__lwocst__c object)
    • WO Operation Schedule Date (rstk__wopsch__c object)
    • Work Order Component Serial (rstk__woordsrlcomp__c object)
    • Work Order Serial Master (rstk__woordsrl__c object)

  NOTE  The Pick List records are created when the WO Picklist is generated for the work order. Once the work order is completed, they can also be manually deleted, if desired, without running the purge process. If necessary, they could be recreated at any time by just generating the Pick List again.

  NOTE  

• • • Work Order
    • Work Order Component Serial
    • Work Order Serial Master

Archive Work Orders Button:  Click on the "Archive Work Orders" button to archive subordinate data noted below, into large text fields on the Work Order Header record, and then purge the subordinate records (recovering the data storage consumed by those records).

• • • WO Operation (rstk__woordop__c object) - rstk__wocst_woordop_archive__c textarea field
    • WO Component (rstk__woorddmd__c object) - rstk__wocst_woorddmd_archive__c textarea field
    • WO Component Cost (rstk__woorddmdcst__c object) - rstk__wocst_woorddmdcst_archive__c textarea field
    • WO Operation Actual (rstk__woordopact__c object) - rstk__wocst_woordopact_archive__c textarea field
    • WO Operation Cost (rstk__wopcst__c object) - rstk__wocst_wopcst_archive__c textarea field
    • WO Operation WIP (rstk__wopwip__c object) - rstk__wocst_wopcst_archive__c textarea field

To restore the archived data on any particular work order, click the Restore button on the Work Order Page. 

  NOTE  Rootstock advises that consideration be given to exporting all data (all fields) in the objects noted above to CSV (or other desired file format) to preserve historical data before running this purging process. If an export is performed, it is also strongly suggested that all objects listed be exported, including all fields on each object.

SEE ALSO
 

Sales Order Purge
Purchase Order Purge
Purge Cost Transactions
Purge System Transactions 
Purge Financial Transactions
Schedule Purging Processes