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:

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:

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

Sales orders
FieldRetrieved from session
Log Order HistorySales Orders (tdsls4100m000)
Log EDI Order HistorySales Orders (tdsls4100m000)
Start Logging History atSales Orders (tdsls4100m000)
Level of Intake LoggingSales Order Parameters (tdsls0100s400)
Log Actual Order Delivery HistorySales Order Parameters (tdsls0100s400)
Log Component HistorySales Order Parameters (tdsls0100s400)
Sales order installments
FieldRetrieved from session
Log Order HistorySales Order Parameters (tdsls0100s400)
Log EDI Order HistorySales Order Parameters (tdsls0100s400)
Start Logging History atSales Order Parameters (tdsls0100s400)
Level of Intake LoggingSales Order Parameters (tdsls0100s400)
Sales schedules
FieldRetrieved from session
Log Schedule HistorySales Schedules (tdsls3111m000)
Level of Intake LoggingSales Schedule Parameters (tdsls0100s500)
Log Actual Schedule Delivery HistorySales Schedule Parameters (tdsls0100s500)

 

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 and 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.