Archive and Delete Sales Order/Schedule History (tdsls5201m000)

Utilice esta sesión para delete, archive, or archive and delete sales order history, installment history, and sales schedule history.

The history files contain sales order (installment) and sales schedule data. These files are automatically updated when sales orders are generated, modified, or deleted. For sales schedules, the files are automatically updated when the status is Approved and so on. The history data can be restricted by deleting the files.

You can delete history data only if:

  • The order/schedule (line) is processed and therefore no longer available in the actual tables.
  • Finanzas enables deletion, for example, the history data is no longer required for reconciliation.
Note: 
  • The archiving functionality is available in this session only if the Archivado de orden de venta implementado check box is selected in the Parámetros de órdenes de venta (tdsls0100s400) session, or the Archivado de programación de ventas implementado check box is selected in the Parámetros de programación de ventas (tdsls0100s500) session.
  • The method to delete the order history data is based on the value of the Método para borrar datos de historia de órdenes field in the Parámetros de órdenes de venta (tdsls0100s400) session.
  • Order history is used as 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, it is recommended to also archive the statistics up to that period.

Aspectos del rendimiento

The settings in this session could affect system performance and database growth. Para obtener más información, consulte Delete and archive (history) data.

Información de campo

Archivar o borrar

The method for processing the data.

You can select:

  • Eliminar, if you want to delete the data.
  • Archivar, if you want to transfer the data to the archive company.
  • Ambos, if you want to transfer the data to the archive company and then delete the data from the operational company.

Si esta casilla de verificación está seleccionada, and errors occur during the deletion or archiving process, an error report is generated.

Borrar
Historia de órdenes

Si esta casilla de verificación está seleccionada, order and installment history data is deleted/ archived.

Archivar/borrar hasta la fecha

The transaction date/time up to which the order history data must be deleted/archived.

Note: 

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

Historia de programaciones

Si esta casilla de verificación está seleccionada, schedule history data is deleted/archived.

Archivar/borrar hasta la fecha

The transaction date/time up to which the schedule history data must be deleted/archived.

Note: 

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

Omitir últimas entradas al borrar.

Si esta casilla de verificación está seleccionada, the last history entries are retained and not deleted.

Archivar
Compañía original

The company for which the data is archived.

Compañía de destino de archivado

The archive company to which the data is transferred.

Note: 

This company is retrieved from the Compañía de destino de archivado field in the Componentes de software implementados (tccom0500m000) session.

Archivar datos maestros comunes

Si esta casilla de verificación está seleccionada, general data from Común is archived.

Note: 
  • This check box is available only if the Archive General Data only via session Archive General Data check box is cleared in the Parámetros de COM (tccom5000m000) session.
  • You can also use the Archive General Data (tccom0250m000) session to archive general data.
Archivar datos maestros de ventas

Si esta casilla de verificación está seleccionada, general data from Ventas is archived.

Note: 
  • This check box is available only if the Archive General Data only via session Archive General Data check box is cleared in the Parámetros de COM (tccom5000m000) session.
  • You can also use the Archive General Data (tccom0250m000) session to archive general data.
Archivar texto

Si esta casilla de verificación está seleccionada, texts are also archived.

Sobrescribir texto

Si esta casilla de verificación está seleccionada, texts that already exist in the archive company are replaced with the original text.

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