Archiving Problems

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Posted on by Delon Ragobeer

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Hi good day everyone, i am a bit new to Microsoft RMS 2.0 but i have to do some support and i am kindly requesting some help from you. A store has purchased RR Archiver and it is not archiving their database. Three things were indicated to me for this process to be completed.

1) Transactions in Closed Batches – Batches that have been closed in RMS. Data from any open batches will not be archived.

2) Transactions which are not part of any open Account Receivable activity.

3) Transactions part of any closed work orders. Any open work orders will NOT be archived.

Firstly can you please tell me how i would go about closing the open batches? Secondly how would i know transactions which are not part of any open account receivable activity? and finally how can i go about closing any open work orders? I know this may be simple but i am a bit new to RMS and am still learning. Thanks.

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Delon Ragobeer 160 on at

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Re: Archiving Problems

Hey thank you trent.b for your help it is much appreciated. For the second one, i believe what is meant is that transactions which are not part of any open account receivable activity should be closed. Not sure if that is correct though.
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Trent Bourgois on at

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Re: Archiving Problems

Hello Delon,

Thank you for your questions.

I understand that you are new to Retail Management System and are not very familiar with it. We were all new to RMS at one point. I hope you find this link to our training materials helpful:

Microsoft Dynamics Retail Management System 2.0 Store Operations: Course Number 8833

https://mbs.microsoft.com/customersource/training/trainingmaterials/student/course8833.htm

Open batches are closed by completing Z Reports. You can see a list of open batches by:

1. Log into Store Operations Manager

2. Click on Journal | Update Batch Info

3. Click OK on the filter screen

4. Mouse over the batch numbers. A magnifying glass will appear. If you double click on the batch number, a menu will appear that gives you the option to close the batch by printing a Z Report.

I'm not sure what is meant by transactions not a part of open AR activity. Please provide more detail.

You can close open work orders by:

1. Log into Store Operations Point of Sale

2. Click on F11: Recall

3. Select Recall a Work Order

4. Select a work order. Click OK.

5. Tender the transaction.

Let us know if that helps or if you have any other questions.