View captured organization and BOM sources by report ID and distinguish archive from permanent deletion.
Saving an organization or PCF snapshot assigns a report ID and captures the upstream sources currently used, recursively through the supply chain.For each upstream PCF, Moya captures the organization version or BOM version that supplied its value. The captured record identifies the source version, PCF, report ID, and capture time.
1
Open Report snapshots
Use Report snapshots from the accounting year menu, the Company PCFs toolbar, or the PCF’s version history.
2
Select the report ID
Choose the report to see the source records captured for your organization. Match the report ID, source version, and capture time to the report you are reviewing.
Choose a report ID to view your organization's captured contribution.
3
View the captured organization or BOM
Open the source record to view its saved point-in-time data. The organization or BOM version shows the capture as a snapshot, with the PCF and report identity in its label.
Each report lists the source versions captured within your organization.
The captured source identifies the version and report ID and retains its evidence.
All members of the source organization can view its own captured organization and BOM records. Customers do not receive your underlying accounting data, BOM inputs, or documents through the report. Each organization sees its own retained source records.
Archive a PCF or remove a BOM from its active list
Hides the active item while retaining historical versions and report sources.
Delete historical record
Permanently removes the selected retained data. The dependency warning identifies affected reports and other uses before confirmation.
Before permanent deletion, review every report ID and dependency listed in the warning. The confirmation requires typing DELETE. This is separate from archiving.
Deleting retained source data or evidence can remove the ability to audit a customer’s report at that point in time. A customer’s independently captured values are not rewritten, but the deleted supporting source data is no longer available for review.
Report snapshots preserve values when suppliers later change their data. They do not grant customers access to the supplier’s private records.
Last modified on October 8, 2026
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Responses are generated using AI and may contain mistakes.
