Archive/Delete Sales Order/Schedule History (tdsls5201m000)

Use this session to archive and/or delete sales order history, installment history, and/or sales schedule history.

The history files contain sales order (installment) data and sales schedule data. These files are automatically updated when sales orders are generated and changed and sales orders are deleted. For sales schedules, the files are automatically updated from the Approved status on and next. The total amount of history data can be restricted by deleting the files.

The way in which LN deletes the history data depends on the value of the Method of Deleting Order History Data field in the Sales Order Parameters (tdsls0100s400) session.

Note

You can delete history data only if these conditions apply:

  • The order/schedule (line) is processed and therefore no longer available in the actual tables.
  • Financials enables deletion, for example, the history data is no longer required for reconciliation.
  • Deletion is not prevented by the status of linked commissions, rebates, or projects.
Important!

Order history is the basis for statistics. Archiving and/or deleting order history limits a full update of statistics. If you archive the order history up to a certain period in time, it is recommended to archive the statistics also up to that period.

Performance aspects

The settings in this session could affect system performance and database growth. For more information, refer to Delete and archive history data.

 

Delete or Archive

Define whether you want to delete the history, transfer the history to an archiving file, or first transfer the history to an archiving file and then delete the history.

Archive Company

The archiving company to which the history information is transferred.

Order History

If this check box is selected, order and installment history data is deleted.

Up To Date

The transaction date/time until which you want to delete the order history data.

Note

You cannot delete history records of an order/ order line that has a transaction date that falls after the date you entered in this field.

Schedule History

If this check box is selected, schedule history data is deleted.

Up To Date

The transaction date/time until which you want to delete the schedule history data.

Note

You cannot delete history records of a schedule (line) with a transaction date that falls after the date you entered in this field.

Skip Last Entries

If this check box is selected, the last history entries are kept and not deleted.

Archive General Data

If this check box is selected, general data from Common is also archived.

Archive Master Data

If this check box is selected, master data from Sales is also archived.

Archive Text

If this check box is selected, texts are also archived.

Overwrite Text

If this check box is selected, texts from the archive company number are overwritten with the texts from the operational company.

Print Errors

If this check box is selected, LN prints a report of the errors that occur while archiving/deleting the history data.