installation & quick start

October 6, 2010

An enterprise edition version has been added.   Using the standard PO Purge Utility did not always properly work due to ODBC issues.  The enterprise version solves this issue since it bypasses the MS Access/DAO/ODBC connection and communicates directly with MS SQL Server.

October 2, 2009

Fixed an installation conflict between the utility and Communiqué.

The PO Purge Utility has been updated to take into account orphaned data in both the Purchase Order Details and PO History tables.

At the end of the purge process, the utility will look in both tables for any orphaned data.  The orphaned data is deleted since there is no corresponding PO in the Purchase Orders table.

Installing the PO Purge Utility

The installation for the PO Purge Utility is quite simple and straight forward.  You can press the Cancel button anytime to abort installing the PO Purge Utility on your computer.  The following steps will guide you through the installation:

• Download the installation file setup.exe from our website located above.

• Navigate to the folder where you saved the downloaded setup.exe file and run it.

• When the setup program is displayed you may begin installing The PO Purge Utility.

• While at the welcome screen, click the Next button to process with the installation

• While at the license agreement screen, read the license agreement.  Accept the license and then press the Next button, or decline the license agreement and press the Cancel button.

• While at the Start Menu Folder, you can accept the default menu folder name, or change it to whatever you like.  When you are done, press the Next button to continue with the installation.

• When you arrive at the Select Additional Tasks screen, you can choose to have a desktop icon/short cut placed on your desktop for easy access to Communiqué.  You can also choose to create a Quick Launch icon for the Quick Launch toolbar.

• The Ready to Install screen displays the previous choices you've made.  Click on the install button to install Communiqué.

• When the installation is complete a finish button will be displayed.  Click on the finish button to finish installing Communiqué.

Now that you have finished installing the PO Purge Utility on your computer, it is ready for you to run.  If you chose to have a desktop icon placed on your desktop, or a quick start icon placed on your quick start toolbar then you can click on either one to start the PO Purge Utility.  If you did not choose those options then you will need to go to the start menu button for Windows XP or Windows Vista and find the program group and start the PO Purge Utility from there.

Locating the SEOM database for your Store

Standard Edition

The PO Purge Utility will locate the SEOM database for your store in the following manner:

1. The PO Purge Utility will first look for the StdSettings.cfg found in your user profile communiqué directory locate in documents and settings.

2. If a SEOM database for you store is defined in the StdSettings.cfg file then the PO Purge Utility will open this database and be ready run and prepare itself to purge the data contained in this database.

3. If there is no SEOM database for your store defined in the StdSettings.cfg file then The PO Purge Utility will look in the default Stone Edge directory and look at the last store opened when you last closed Order Manager.

4. If the Stone Edge directory can not be found or the last store opened in Order Manager can not be determined then The PO Purge Utility will continue to load.  You will need to manually set the database by clicking on the button in the database edit box.  Navigate to the database you want to purge and select it.

5. Once you have select a database,  the PO Purge Utility is ready to begin purging unneeded purchase orders.

Enterprise Edition

Enter the sever and database name into the appropriate text box.  Click on the "Connect" button to connect to your database.  Be sure to spell the name of the server and database correctly or else you will not be able to connect and run the utility.

In the event the utility is unable to locate your server or database, an error message will appear.  Double check the spelling of the server or database name.  Try to connect again.

Once you are connected, the purge button will be enabled and the utility is ready to use. 

Getting Started with the PO Purge Utility

Purging purchase orders is a permanent action and cannot be undone.  Be sure to backup your database before you run this utility.  Do so at your own risk!

1. Select a purge date.  The default purge date is set for today's date - 365 days.  You can set it to any date you choose.  The purge date determines which purchase orders are deleted from your database.  All purchase orders with a PO date equal to or older than the date you select will be purged.

2. You are now ready to purge purchase orders.  Press the Purge button to begin purging purchase orders.

3. Once you begin purging, you should see a number in the Total POs box indicating the total number of purchase orders to be purged.  The Purged POs box indicates how many purchase orders have been purged.  Simultaneously, you will see a progress bar indicating the progress of the purchase order purge.

4. When the purge process is complete, a done button will appear.  Press the done button to close the utility.

5. If you have more than one database to purge, you can restart the purge utility and select a different database to purge.