Show/Hide All

 Overview

In the Sales Order module, a customer's purchase history can be tracked including the last quoted price, last sales order price and last invoice sale price for any item. You can clear this history to remove outdated pricing or obsolete items.

If the Inventory Management module is integrated with Sales Order, customer last purchase history information can be cleared for standard inventory items as well as miscellaneous items entered for Sales Order.

 

To clear customer purchase history

1. On the Sales Order Setup menu, click Sales Order Options.

2. Click the History tab. At the Retain Customer Last Purchase History field, select Yes. For more information, see Sales Order Options - Fields. You can then view this information on the Sales Order Entry or S/O Invoice Entry Lines tab by clicking the Customer Last Purchase History button.

3. Select Sales Order Setup menu > Customer Last Purchase Maintenance.

4. Click Clear. For more information, see Customer Last Purchase Maintenance - Fields.

5. In the Clear Customer Last Purchase File window, make the appropriate selections to clear by customer number, item code, and purchase date. For more information, see Clear Customer Last Purchase File - Fields.

6. Click Proceed.

Customer last purchase information is cleared from the system.