Overview
Tab Path: Configurations > Maintenance
QBM includes several maintenance tools for repair, upgrade, performance improvement, and structural database handling.
Some of these screens are more technical than ordinary end-user workflows, but they are still meant to be understandable and usable when a client or support user needs them.
Main Screens
| Screen | Tab Path | Use It For |
|---|---|---|
| Fix Issues | Configurations > Maintenance > Fix Issues | Run the issue-fix process using administrator credentials when required. |
| Reindex Database | Configurations > Maintenance > Reindex Database | Improve database performance by rebuilding indexes. |
| Upgrade Database | Configurations > Maintenance > Upgrade Database | Upgrade a company database to the current application-compatible version. |
| Reconcile Inventory | Configurations > Maintenance > Reconcile Inventory | Run inventory reconciliation maintenance when stock consistency needs review. |
| Reevaluate Transactions | Configurations > Maintenance > Reevaluate Transactions | Refresh transaction evaluation logic where needed. |
| Database Attachment / Detachment | Configurations > Maintenance > Attach or Detach Database | Manage database attachment state when required by administration. |
| Retrieve Items From Invoice | Configurations > Maintenance > Retrieve Items From Invoice | Use the recovery utility when item details must be retrieved back from invoice information. |
Important Fields And Controls
| Field Or Control | What It Means |
|---|---|
| Database Name | Most maintenance tools require you to specify or browse to the target database. |
| User ID and Password | Important maintenance tools require administrator-level credentials, often with sa shown as the expected administrator example. |
| Reindex database to improve performance | Upgrade Database can chain into a reindex step after the upgrade. |
| Delete data caches | Upgrade Database can clear local caches when appropriate after the upgrade. |
| Browse | Lets the user choose the target database when it should not be typed manually. |
How It Works
- Fix Issues and Upgrade Database are repair-oriented tools and often expect administrator-level access.
- Reindex improves database performance rather than changing day-to-day business data directly.
- Inventory reconciliation and transaction reevaluation are maintenance utilities used when the business needs consistency checks or recalculation behavior.
- Attach and detach are administration actions and should be used only when the database-state reason is understood.
When To Use Each Tool
| Tool | Use It When |
|---|---|
| Fix Issues A known repair process is needed and support or administration has identified this as the correct remedy. | |
| Reindex Database Performance has degraded or a maintenance cycle requires index rebuilding. | |
| Upgrade Database The company database must be brought to the current application version. | |
| Reconcile Inventory Inventory figures need maintenance-level consistency review. | |
| Reevaluate Transactions Transaction logic or totals need controlled reevaluation. | |
| Attach / Detach Database The database must be attached to or detached from the environment as part of admin handling. | |
| Retrieve Items From Invoice Item detail needs to be recovered from stored invoice information. |
High-impact tools These tools should be used because you know why they are needed, not just because a screen exists. Always back up first when the action could affect live data.
Recommended Workflow
- Back up the company before high-impact maintenance work.
- Open the specific maintenance tool that matches the actual problem or planned maintenance task.
- Confirm the database name and enter administrator credentials where required.
- Run the tool and wait for confirmation before moving to the next action.
- Review the company after maintenance so the business result is understood, not just the technical completion message.
Best Practice
- Do not run maintenance tools casually in the middle of busy live usage unless the task truly requires it.
- Use administrator credentials only with the right level of change control.
- Combine maintenance work with a clear backup and recovery plan.
- Document what was run and why, especially for upgrade, fix, and reconciliation actions.