Create a Clean Company
JustFood provides the capability for you to create a clean company. A clean company includes setup data but not transaction data. A clean company is useful when you have a PILOT company, and you want to create a second PILOT company that keeps the setup data but not the transaction data.
To create a clean company you must perform the following steps:
Copy an existing company.
Create a clean company package.
This steps creates a package that includes the tables that typically include transaction data, which is what you want to delete from your copied company.
Delete the database data.
This step deletes the data from the clean company package that you just created. Database data can only be deleted for companies that have on the Companies page, a status of Testing or Development.
Important
To delete database data from the clean company package, you must have a developer license. A customer license does not have permission to delete data from all the tables that are created in the clean company package.
To copy an existing company
Choose
, enter companies, and then choose the related link.The Companies page opens.
Select the company that you want to copy.
On the action bar, choose Process > Copy.
The Copy Company page opens.
Enter the name of the new company.
Choose OK.
On the Companies page, select the company that you just created.
On the action bar, choose Actions > Functions > Change Company Status.
The Change Company Status page opens.
In the New Company Status field, select Testing.
To delete data from a compnay, the company must have a status of Testing or Development.
Choose OK.
A dialog box appears and displays a message that indicate the status of the new company is Testing.
To close the dialog box, choose Yes.
To create a clean company package
Choose
, enter configuration packages, and then choose the related link.The Configuration Packages page opens.
On the action bar, choose Actions > Functions > Create Clean Company Package.
The Create Clean Company Package page opens.
In the Code field, enter a code to represent the clean company package, for example, CLEAN_PILOT1.
In the Package Name field, enter the name that describes the package.
Choose OK.
After the package is created, the Config Package Card page opens. If required, you can now add any custom tables that you also want to delete data from, or remove any tables that you don't want to delete data from.
To delete database data
Important
This function does not run data deletion integrity checks.
You should be on the Config. Package Card for the Clean Company package that you just created.
If you are not on the Config. Package Card page for the clean company package that you just created, perform the following steps:
Choose
, enter configuration packages, and then choose the related link.The Configuration Packages page opens.
Select the configuration package record for the clean company package that you just created, and then on the action bar, choose Manage > View.
The Config. Package Card page opens.
To delete the data from all of tables that are listed in the package, on the action bar, choose Process > Delete Database Data.
Warning
All data will be deleted in the listed tables. This process does not validate the data that is being deleted.
A dialog box appears.
To delete the data, choose Yes.
The data is deleted.
You now have a clean company with which you can start working.