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The 'Fiscal Start' field takes a two-digit month/day (MM/DD) to set the start time for an organization's Fiscal Year. This field sets a "Fiscal Wall" that will prevent Charges from being created for any date older than the set Fiscal Year when using Back Billing.
The 'Fiscal Start Next Year' will set the year to the following year if it is set to True. If the checkbox is not set then the current year is used instead.
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- Calls: A non-negative (including zero) number of days before call data is Archived according to Date/Time the Call occurred. If left empty or 0 is set, 90 will be used instead.
- Call Errors: A non-negative (including zero) number of days before Call Error data is Archived. This window can be shorter than typical Call data because it can't be processed for billing. Because the date of the call may fail to import properly, Errors are archived according to the record's Created Date (effectively, Import Date). If left empty or 0 is set, 90 will be used instead.
- Bill: A non-negative (including zero) number of days to wait after a Bill is generated to archive its data. This window is based on the date the Bill was generated.
- Service Desk: A non-negative (including zero) number of days to wait before Archiving valid Service Desk records. The default value is 365 days. Zero is permitted to Archive Eligible records immediately, though NOT recommended.
Data Retention
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PCR-360 is capable of generating large amounts of data. Proper data retention policies and clean up processes will help to keep PCR-360 running as optimal as possible. Retention values apply to the length of time data is preserved before being permanently deleted from the application, whereas Aging is how long Services (or other entities, potentially) retain their current data associations before being "cleaned" for reuse. As a last distinction, Retention and Aging are both separate from Archiving, which defines how long data remains in the "primary" tables. Data Retention values define how long, in days, the records |
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are kept. Zero indicates records |
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are cleaned up immediately. A negative number is not allowed, but if left blank the event will not clean up any records. |
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Data Retention Events will only clean up the oldest months worth of data per run until the data retention days threshold. This ensures the system is not bogged down when there is a backlog of records. To utilize this event effectively it is recommended to run weekly. Once caught up, it can be changed to monthly, although any performance gains would likely be negligible. |
Message Retention: Defines how long, in days, System Messages and Messaged of Inactive Users will be maintained within PCR-360.
Bulk Update History: Defines how long, in days, Bulk Update History will be maintained within PCR-360.
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Please contact the helpdesk with questions, or for assistance setting up retention policies. API Request Logs Authentication Log The Authentication Log cleanup event recurs weekly, is set to pending by default, and has a default retention value of 365 days. The retention value is set on the Manage Tenants form. Bulk Update History The Bulk Update History cleanup event recurs weekly, is set to pending by default, and has a default retention value of 365 days. The retention value is set on the Manage Tenants form. Imports The Delete old Import Files and Imported Records event recurs every day to cleanup records. The retention value for the records is set on the Manage Import File Format form. If the retention value is set too soon it could limit PCR's ability to troubleshoot issues relating to that import format. Messages The Messages cleanup event recurs weekly, is set to pending by default, and has a default retention value of 365 days. The retention value for this event is set on the Manage Tenant form. System Messages (BIll generation, Bulk updates, etc.) and Messages of Inactive Users are effected by this event. The PCR-360 messaging system allows Users to send and receive messages from other PCR-360 users, those messages are not deleted by this cleanup event. |
Adding Email Accounts
Users can also add email accounts to the tenant. These accounts serve as the "From" and "To" addresses for the automated email capabilities built into the application. Click on the 'Email Accounts' tab and click the 'Add' button (see image above).
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PCR-360 can be configured to send and receive external Emails from an associated Email address. For information on the compatible Account Types, please see out configuring an Email article.
To set up the initial association:
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