Sales order and schedule history

You can use sales order/schedule history to track the creation and modification of sales orders, installment orders, and sales schedules. You can keep certain information after the original order/schedule is completed.

To register the history of orders and schedules that are created, canceled, or processed, select these check boxes:

Sales orders
Log Order History, Log EDI Order History and Log Actual Order Delivery History check boxes in the Sales Order Parameters (tdsls0100s400) session
Sales order installments
Log Order History and Log EDI Order History check boxes in the Sales Order Parameters (tdsls0100s400) session
Sales schedules
Log Schedule History and Log Actual Schedule Delivery History check boxes in the Sales Contract Parameters (tdsls0100s300) session

Contents of history files

The order/schedule history files include:

All created order/schedule (line) transactions. These order/schedule (line)s have not been processed.
All invoiced order/schedule (line)s. These are the processed order/schedule (line)s. When an order is invoiced, the history also includes the gross profit of the order line.

The history files are of these record types:

Intake
The order/schedule line was added, changed, or deleted.
Cancellation
The order/schedule line was canceled.
Turnover
The order line was processed in the Process Delivered Sales Orders (tdsls4223m000) session, or the schedule line was processed in the Process Delivered Sales Schedules (tdsls3223m000) session.

The fields in this table determine if, when, and how the order/schedule history files are updated

Sales orders
Field	Retrieved from session
Log Order History	Sales Orders (tdsls4100m000)
Log EDI Order History	Sales Orders (tdsls4100m000)
Start Logging History at	Sales Orders (tdsls4100m000)
Level of Intake Logging	Sales Order Parameters (tdsls0100s400)
Log Actual Order Delivery History	Sales Order Parameters (tdsls0100s400)
Log Component History	Sales Order Parameters (tdsls0100s400)
Sales order installments
Field	Retrieved from session
Log Order History	Sales Order Parameters (tdsls0100s400)
Log EDI Order History	Sales Order Parameters (tdsls0100s400)
Start Logging History at	Sales Order Parameters (tdsls0100s400)
Level of Intake Logging	Sales Order Parameters (tdsls0100s400)
Sales schedules
Field	Retrieved from session
Log Schedule History	Sales Schedules (tdsls3111m000)
Level of Intake Logging	Sales Contract Parameters (tdsls0100s300)
Log Actual Schedule Delivery History	Sales Contract Parameters (tdsls0100s300)

Note

For sales schedules, history logging always starts during approval.
If planned warehouse orders are used for sales schedules, sales schedule line history is based on the planned warehouse order information.

Deleting history files

You can restrict the total amount of history data with the Archive/Delete Sales Order/Schedule History (tdsls5201m000) session.

History files are the basis for statistics. Before you delete the history files, verify that the statistics are fully updated. If the history files are deleted before the update, you cannot fully update the statistics.

Note

You cannot modify the history data. It is only used for information purposes.