SA Data Archive Orders Report overview

System Administrator > Data Archive Purge > SAD Reports > SADDO

Function acronym: SADDO

Use this report to archive all inactive orders, canceled orders, and inactive quotes for a selected date. Return Merchandise (RM) and Correction (CR) order types are also included.

This table shows the criteria that determines if a record is archived:

Record Criteria Stage
Orders (SO, CS, DO) Payment Date Paid (Stage 5)
Canceled Orders Last Transaction Date Cancelled (Stage 9)
Return Merchandise (RM) Orders Invoice Date Invoiced (Stage 4)
Correction (CR) Orders Invoice Date Invoiced (Stage 4)
Quote (QU) Orders Entered Date

Last Transaction Date

Entered (Stage 0)

Canceled (Stage 9)

Blanket Orders (BL) Entered Date Entered (Stage 0)

This list shows additional criteria for inclusion in the report:  

  • Any back orders or releases must be canceled or meet the same criteria as shown in the table for Stages 4 and 5.
  • All blanket orders (BL) must be fully released.
  • For order types that must be invoiced (Stage 4), they must also be merged into Sales Manager.
  • Future orders (FO) and standing orders (ST) are not archived.

The archive process archives data from these files:

  • Sales order header record
  • Sales order line record
  • Kit line item record
  • Order notes
  • Line item comments
  • EDI header record
  • EDI line item record

This report affects these records:

  • The OEEHP records that are created when an order is shipped through the Shipping Interface are purged if the associated order is either deleted or purged.
  • The OEELCR records that result from a tie between CR or RM order lines and an original order line are deleted when the original order is purged, and the tie is broken. If a CR order, RM order, or non-RM order containing a return line is purged, but the original order is not purged, the associated OEELCR records are not deleted.
  • If an order has serial or lot products, the order suffix on the associated product record is changed to -99 to prevent those serial or lot records from being associated with future orders with the same order number.
  • EDI data associated with any archived and purged orders is also purged. EDI data is not archived since it is no longer useful by the time purchase order information is archived.
  • If an order is tied to a purchase order or warehouse transfer is archived or purged, the tied document is not archived or purge.

The report also archives transaction records (PDENH/PDENL) as part of the setup for National Program functionality. This report checks PDENH and PDENL National Program claim records. Validation ensures the National Program Transaction Header is not active before allowing a sales order to be archived.