Invoice modulesMaintenance plans for invoice configuration data and statistics
The SQL Server guide included with DOCUMENTS (and mentioned below) refers to this topic by name.
FYI: DOCUMENTS INI File Help also contains links to this topic, but the links do not refer to this topic by name.
Maintenance plans can be used to perform routine operations on your invoice configuration data. After you create a plan, you can save it and reuse it.
The Invoice modules have two types of maintenance plans, which are described below.
A third type of database maintenance plan, creating using SQL Server Management Studio, is described in Installing and Configuring Microsoft SQL Server For Use With DOCUMENTS 7.
Database maintenance plans
To keep the system running smoothly, it is important to detect and repair discrepancies in invoice configuration data. The system makes this task easy with database maintenance plans. You can save and organize maintenance plans.
Apart from handling corrupt data, you can also remove objects that are no longer needed, making the system more efficient.
If the maintenance plan deletes invoice definitions due to data corruption, any invoices still in the system that are connected to them have their status set to Extract and are no longer displayed as invoices, for example in the dialog. They are still in the system, but you must re-process them using an Extract task that can detect and process such invoices. For example, if you process invoices without the setting, create one Extract task that can pick up invoices associated with all profiles.
By default, maintenance plans do not remove objects that have read errors (which appear as
Master data import
Master data can change frequently, so it is important to update it routinely and automatically. Use maintenance plans to import master data from your financial system on a regular basis.
Running a maintenance plan for invoice configuration data and statistics