About removing jobs at fiscal year end
Caution! If you need to review any deleted records, refer to the company’s archive or restore a backup made prior to the archiving of your fiscal year.
When archiving your accounting data, you can remove job records from the company database. When a job is completed, fully invoiced, completely paid, and you do not want to carry its data into the next fiscal year, change the job record status to 6-Closed.
Important! All jobs with a job record status of 2-Refused will also be removed when archiving your data if you select the Remove jobs with closed or refused status maintenance option.
When Sage 100 Contractor removes a job record, it also removes job-related records, including schedules, takeoffs, progress billing, time and materials setup, closed purchase orders, subcontracts, change orders, budgets, proposals, and accounts payable and receivable invoices assigned status 4-Paid or 5-Void.
The archive process does not remove a closed or refused job unless the job has a zero balance, no open payable invoices/credits, no job costs in the current books, no payable invoices/credits in the current books (even if they are paid or void), and no balance in a WIP account. You can confirm that the jobs meet the criteria for removal.
Note: If jobs, vendors, employees, and equipment records created in subsequent years exist at the time you archive, these records are copied to the archive company, although the associated accounting data is removed.