Purge Sales History - Fields

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Purge Sales History

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Remove Sales History Based On

Select the basis for removing sales history.

  • Select Posting Date to purge sales history data based on posting dates. If the Inventory Management module is not installed or if Fiscal Periods is selected in the Base Inventory Periods On field in the Inventory Management Options window, this field displays Posting Date by default.

  • Select Invoice Date to purge sales history data based on invoice dates. If Calendar Months is selected in the Base Inventory Periods On field, this field displays Invoice Date by default.

Expand/Collapse item Example - Purging by posting date or by invoice date

If an invoice is posted on 5/31/2003 but the invoice date is 6/1/2003, and 5/31/2003 is selected in the Remove Sales History Dated on or Before field, the selection in this field will have the following results:

 

If....

Then....

you select Posting Date

this invoice will be purged.

you select Invoice Date

this invoice will not be purged.

 

Remove Sales History Dated on or Before

Select the year-end date to use for removing sales history. If Posting Date is selected in the Remove Sales History Based On field, this field displays year-end dates for all fiscal years defined in the General Ledger module. If Invoice Date is selected in the Remove Sales History Based On field, this field displays calendar year-end dates. All sales history dated on or before this date will be permanently removed from the system.

Note You are required to retain at least two years of sales history. Sales order history files cannot be deleted if the sales order data entry files show the record as still active.