Retain or Create Sales Order/Quote History

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Expand/Collapse item  Overview

You can select to retain sales order/quote history, including deleted orders/quotes and deleted lines for orders/quotes. You can also create sales order/quote history if you did not previously retain sales order history. This process populates sales order/quote history files with information from all standard orders, back orders, and price quotes contained in the current sales order data entry files.

Creating the sales order/quote history files facilitates the migration of Sage 100 to Sage 500 ERP by creating sales order/quote history files that are compatible with either software.

Sales order/quote history, once retained, is not removed until you purge it using the Purge Order/Quote History utility.

Note  You can also select to retain sales order/quote history in the Sales Order Setup Wizard when setting up the Sales Order module for a new company.

Note History is not retained for master orders or repeating orders; however, master orders and repeating orders can be tracked in Sales Order Recap.

Expand/Collapse item  Before You Begin

Before creating sales order/quote history, be sure to back up your data.

 

Use one, all, or a combination of the following methods to retain or create sales order/quote history:

 

To retain sales order/quote history

  1. Select Sales Order Setup menu > Sales Order Options.

  2. On the History tab, select the Retain Sales Orders/Quote History check box. For more information, see Sales Order Options – Fields.

  3. To retain deleted orders/quotes and deleted order/quote lines, select the appropriate options in the Retain Deleted Orders/Quotes and Retain Deleted Lines for Orders/Quotes fields.

  4. Click Accept.

All sales order/quote information saved to the system will be retained.

 

To create sales order/quote history

  1. Select Sales Order Setup menu > Sales Order Options.

  2. On the History tab, select the Retain Sales Orders/Quote History check box. For more information, see Sales Order Options – Fields.

  3. If the Retain Sales Orders/Quote History check box was previously cleared, but data currently exists in the sales order data entry files, you are prompted to run the Create Sales Order/Quote History utility. Click Yes.

  4. In the Create Sales Order/Quote History window, click Proceed.

Sales order/quote history is created, and the system log is updated with the date, time, company code, user logon, and utility description.