Many a times, ERP user needs to refer the historical orders for Customer and for sales analysis. It gives an idea on which historical date a particular Sales Order was issued which helps us to get a track on number of Sales Order and Sales Quote activities in previous years.
By default, historical and deleted orders are not retained in Sage 100 Company Database.
So in order to keep the historical and deleted sales orders and sales quote into Sage 100 company database, we need to follow below mentioned steps.
Open Sage 100 Company and go at Sales order àSetup àSales order options
Here you can see the options are unchecked which might have done while setting company configuration.
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Years to Retain Sales History Option
1. Enter the number of years to retain sales history for all customers and product lines. You can retain between two and 99 years of sales history. Sales history is retained until it is purged using the Purge Sales history utility.
2. Now check the status ON of ‘Retain Sales Orders/Quote history option.Once we check the above check box option, we can see the below two drop-downs becomes editable.
- Yes: If the above checkbox is checked and YES option is selected from both the drop-down I.e. “Retain sales Orders/Quote History”, then Sales order will not be displayed in Sales History.
- Prompt : If “Prompt” option is selected from both the drop-downs i.e. “Retain sales Orders/Quote History” ; then it will prompt you to save the deleted order in History.
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