Create Sales Order/Quote History

Window Details		How Do I...
	Navigation		Retain or Create Sales Order/Quote History
	Overview

Related Topics
	Sales Order Options

Navigation

Access this window using one of the following methods:

Select Sales Order Utilities menu > Create Sales Order/Quote History.
Select Sales Order Setup menu > Sales Order Options. On the History tab, if the Retain Sales Orders/Quote History check box was cleared, select the check box. When the prompt appears to run the Create Sales Order/Quote History, click Yes. This prompt appears only if data exists in the data entry files but not in the sales order history files.

This task is available only if the Retain Sales Order/Quote History check box is selected in the Sales Order Options window.

Before running this utility, be sure to back up your data.

Overview

Use Create Sales Order/Quote History to facilitate the migration from Sage 100 to Sage 500 ERP by creating sales order history files if sales order history has not previously been retained. The sales order history files are populated with all standard orders, back orders, and price quotes contained in the current sales order data entry files. Master orders, repeating orders, deleted orders/quotes, and deleted order/quote lines are not moved into the sales order/quote history files. Master orders and repeating orders can be tracked in Sales Order Recap.

When the sales order/quote history files are created, the System Activity Log is updated with the date, time, company code, user logon, and utility description.