How_do_I_set_up_history_to_keep_

How do I set up history to keep?

Change default transaction  history settings.

The Delete Account History determines how long the system will save the transaction detail, account history, meter history, and service order history before a user or an automated routine can delete it.

Webinar: Delete history in Organization 

 

Setting default period to keep account history

1. Open Connect Utility Management > Organization > Organization.

2. Click to select the General tab.

3. Enter the Delete Account History After x Periods.

 

 

4. Click Save (CTRL+S).

The default period to keep account history is set up.

 

Setting default period to keep meter and service order history

1. Open Connect Utility Management > Organization > Organization.

2. Click to select the General tab.

3. Enter the Delete Meter/Service Order History After X Periods.

 

 

4. Click Save (CTRL+S).

The default period to keep account history is set up.

 

 

 

 

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