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ghiller
ARCHIVING INVOICES WITH 0 BALANCES
We have a custom object called “Transactions” that is where we import all of our AR invoices (The sum of the invoices is what drives our actual revenue number). We then export them daily using the data loader, change all outstanding balances to 0, re-import all of the invoices with the 0 balances, then override that data with that day’s outstanding balances. The problem is, over time, the list of invoices will become too long to manage so I’d like to sort of “archive” all of the invoices with 0 balances in a separate area so they’ll still be in the system but not in the same location. How should this be handled? Should we create a new custom object for the Archived invoices? Also I need help writing S-Control so that when an invoice balance turns to 0 the invoice will move to this new object.
I think something critical is left out of your explanation. Namely, how do you update the re-imported invoices with 0 balances with the day's outstanding balances? This may be important in suggesting a better solution.
Why do you want to move it to a new object? Why not just change the record type of the current invoice to represent Archived. You can then limit your views to only show non-archived invoices. You could then build a workflow, field update that says, if the invoice is 90 days old and has a zero balance, then update the record type to Archive.
JD