Resetting UniDevCo Sales Analysis Data 

The Reset Function in UniDevCo Sales Analysis (SA), located as a menu choice on the Sales Analysis Data Integrity Screen, clears the SA database and resets the ACCPAC data preparing it for a fresh retrieve. Before performing a retrieve there are some questions you should ask because the answers will affect the steps to take during the Reset. 

What Does the Reset Function Do? 

Reset clears or deletes the current invoice and credit note history and sales detail data from SA. Any queries which have been created and saved in any of the SA Inquiry & Report Engines will remain in the system. The Reset function also prepares the ACCPAC files for retrieval by resetting the UNISALES field from True to False in all files/modules where data is being retrieved. The UNISALES field is added to the ACCPAC files by SA during activation. Once the reset is finished, a retrieve can be performed in SA to reacquire the necessary information from ACCPAC.  

NOTE: Depending on the size of the SA and ACCPAC databases both the Reset and Retrieval processes may take some time. We suggest you perform these procedures at the end of the day or at a time when no one will need to do any processing. Over the weekend is usually safe.  Be sure there will be no other processes running which may interfere with the Reset or Retrieve such as scheduled backups. 

Questions to ask before performing a Reset 

  1. Is the ACCPAC data complete? (i.e. no required information, invoices or credit notes have been purged from ACCPAC.)
  2. Was data converted from one of the ACCPAC Plus sales analysis programs?
  3. Was data imported into SA from an external file?
  4. Has the Sales Analysis data been added to or edited?

If no required data was purged from ACCPAC and no data was imported or converted, edited or added in SA, then performing a Reset on the UniDevCo Sales Analysis database is straight forward. Follow the steps below. 

  1. Backup the current dataset – System, Company and the UniDevCo files located in the UNI directory.
  2. Make sure everyone is out of the system.
  3. Choose Reset from the SA Data Integrity Form. NOTE: Remember the time issues mentioned in the NOTE: above. 
  4. Perform a Retrieve in SA using the Retrieve Details function.
  5. Backup the current dataset – System, Company and the UniDevCo files located in the UNI directory.

If data has been purged from ACCPAC and/or data was imported or converted, follow the steps below. 

  1. Backup the current dataset – System, Company and the UniDevCo files located in the UNI directory.
  2. Identify the records currently in SA whose data does not exist in ACCPAC. You could do this using an available reporting tool (e.g. Crystal) or by querying the database directly with a table viewing tool.
  3. Export the records identified in step 1. to a file using the SA export function.
  4. Perform a Reset in SA using the Reset function located on the Sales Analysis Data Integrity Check.
  5. Import the records you previously exported using the SA Import function.
  6. Backup the SA data so that you can restore if there are any future issues.
  7. Perform a Retrieve in SA using the Retrieve Details function located in SA.
  8. Check the data figures to ensure they are accurate.

If you have edited or added records to SA, please contact our technical support department at the numbers below.  

 

 

or email info@unidevco.com with questions or comments about this web. Last modified: November 22, 2006 Copyright © 2000 - 2005 Uni Development Company Inc. All rights reserved.  All other marks are trademarks or registered trademarks of their respective companies.