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Select Sales Order Utilities menu > Purge Sales History.

This task is available only if the number of years to retain sales history selected in the Years to Retain Sales History field in the Sales Order Options window is greater than 2. You must retain at least the last two years of history prior to the current year. Only history that is more than two years prior to the current year can be purged.

The options available in this window vary based on whether the Inventory Management module is set up, and whether Fiscal Periods or Calendar Months is selected in the Base Inventory Periods On field in the Inventory Management Options window.

Use Purge Sales History to remove sales history records based on fiscal year or calendar year. Records dated on or before the year-end date selected are permanently removed from the system.

The sales history file stores sales history by posting date and invoice date, and can retain up to 99 years of records, based on your selection in the Years to Retain Sales History field in Sales Order Options.

After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.

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