|
Window Details |
|
How Do I... |
||
|
|
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
Related Topics |
|
|
|
|
|
|
||
|
|
|
|
|
|
|
Select Customer Relationship Management Utilities menu > Purge CRM Order/Quote Tracking.
|
|
The CRM order/quote tracking file is a list of sales orders and quotes generated for opportunities in the Sage CRM system. Entries are added when sales orders and quotes are created from the Sage CRM system using Sales Order Entry, but they are not deleted automatically when quotes are converted to orders or when orders are completed. Tracking history remains in the order/quote tracking file until it is purged.
Use Purge CRM Order/Quote Tracking to remove CRM order and quote tracking entries with dates that are on or before the date entered. You can purge orders and quotes for specified Sage 100 companies and Sage CRM instance IDs or for all companies and instance IDs.
When you purge CRM order and quote tracking entries, only entries that have no related entries in other files are purged. If an order or quote is still active, or if the Retain Sales Orders/Quote History check box is selected in Sales Order Options and records exist in history that match the order or quote tracking entry, the entry is not purged, even if it has a date that is before the purge date.
Warning Purging CRM order and quote history also permanently removes the associated order and quote records in the Sage CRM system.
After the purge is complete, the System Activity Log is updated with the date, time, company code, user logon, purge description, and purge date.
|
|
|
|
