Sales Order Purge

Overview

Sales Order Purge is an optional process to delete Sales Order data, and all pertinent subordinate records, prior to a user specified cutoff date. The selected cutoff date is compared to the Close Date of the Sales Order Header  (rstk__sohdr__c) record, or to the Date Transferred to AR of the Sales Order Invoice (rstk__soinv__c) record, to determine which records to delete.

This is not an archive but rather a delete of the selected data. If the Sales Order detail records are needed for review, for any process in your organization (audits and/or historical research, for example), then the purge process is not recommended.

When the Sales Order/Sales Order Invoice data is purged all the subordinate data is deleted, except for Rootstock Cost Transactions associated with the Sales Order (SO Issue, SO Shipment, SO Close, etc - as well as any Reversal transactions). For those Rootstock Cost Transactions the lookup field to the Sales Order is cleared (because the lookup data has been purged), but the Order Number text field remains. 

  NOTE  There is currently no method of data restoration available once this purge has been performed.

Application

Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below.

Navigation

Purge Sales Orders

Purge Sales Orders Screen
 

Division:  The division from which selected data will be purged. This is the current division of the user and can be changed via the Quick Menu tab on this page or the current tab on the user's Manufacturing User record.

Cutoff Date:  This is required and is compared to the 'Closed Date' of Sales Order Header records and/or the 'Date Transferred to AR' of Sales Order Invoice Header records. Any Sales Orders that were closed on or before this date and any Sales Order Invoices transferred to AR on or before this date are purge candidates.
 

  NOTE  Cutoff Date must be less than or equal to TODAY.

'Purge Sales Orders and Sales Invoices' Button:  Click on the 'Purge Sales Orders and Sales Invoices' button to purge closed Sales Orders, Transferred Sales Order Invoices, and all subordinate data for records selected based on the Cutoff date.

The following records will be purged as part of the purge operation,

• Sales Order Header (rstk__sohdr__c object)

• Packing Slip Header (rstk__sopack__c object)

• Sales Order Shipping Container Header (rstk__socontainer__c object)

• Bill of Lading Shipper Detail (rstk__sobols__c object)

• Pick List (rstk__sopickh__c and rstk__sopickd__c objects)

• Prepayment Detail (rstk__soppy__c object)

• Sales Order API (rstk__soapi__c object)

• Sales Order Salesperson (rstk__soosales__c object)

• SYDATA - System Transaction Object (rstk__sydata__c object)

• Configuration Session (rstk__confsess__c object)

• SO Acknowledgement Header (rstk__fsoackh__c object)

• Sales Order Override Address (rstk__soaddr__c object)

• Sales Order Header Extension (rstk__sohdrextn__c object)

• Sales Order Payment (rstk__sohdrpay__c object)

• SOHSALES (rstk__sohsales__c object)
   

• Shipper Header (sohip__c object)

• Shipping Charge Detail (rstk__soshipchg__c object)
   

• Shipper Line (rstk__soshipline__c object)

• Sales Order Line Amortization Schedule (rstk__soamort__c object)

• Shipper Demand (rstk__soshipdmd__c object)

• Shipped Product Lot Detail (rstk__soshiplot__c object)

• Shipped Product Serial Detail (rstk__soshipsrl__c object)
   

• Sales Order Invoice Header (rstk__soinv__c object)

• Prepayment Detail (rstk__soppy__c object)

• Prepayment Applied (rstk__soppya__c object)

• SYDATA - System Transaction Object (rstk__sydata__c object)

• Print Invoice Header (rstk__fsoinvh__c object)

• Invoice Account Distribution Detail (rstk__soinvdistdet__c object)

• Inv Acct Dimensioned Distrib. Summary (rstk__soinvdistdim__c object)

• Invoice Account Distribution Summary (rstk__soinvdist__c object)

• Sales Invoice Payment (rstk__soinvpay__c object)

• Invoice Payment Schedule (rstk__soinvsched__c object)
   

• Sales Order Invoice Line (rstk__soinvline__c object)

• Inv Line Account Distribution (rstk__soinvlinedist__c object)

• Invoice Line Salesperson (rstk__soisales__c object)
   

• Sales Order Line (rstk__soline__c object)

• Sales Order Line Fulfillment Schedule (rstk__solsched__c object)

• Pick List Detail (rstk__sopickd__c object)

• Sales Order Shipments (rstk__soshipments__c object)

• Configuration Session and Session Components (rstk__confsess__c object and rstk__confdcomp__c object)

• SYDATA - System Transaction Object (rstk__sydata__c object)

• Sales Order API (rstk__soapi__c object)

• Sales Order Booking (rstk__sobook__c object)

• SOCONFIG (rstk__soconfig__c object)

• Sales Order Line ATP by Division (rstk__solineatp__c object)

• Ord Line Account Distribution (rstk__solinedist__c object)

• Sales Order Line Extension (rstk__solineextn__c object)

• Line Non-Inventory Comps (rstk__solinenic__c object)

• Ordered Serial Numbers (rstk__solineser__c object)

• Order Line Release (rstk__solrel__c object)

• Sales Order Demand (rstk__soorddmd__c object)

• Sales Order Salesperson (rstk__soosales__c object)

• Sales Order Package (rstk__sopackage__c object)

• Sales Order Labor Operation (rstk__soopertask__c object)

• Sales Order Demand Direct Purchase Dtl (rstk__sodmdpo__c object)

• Sales Order Demand Cost (rstk__soorddmdcst__c object)

• Requirements (rstk__icixr__c object)
   

  NOTE  A Sales Order will be skipped during the purge operation if any of its associated Sales Order Invoices are not yet transferred to AR or if the Transferred to AR date is greater than Cutoff Date. A Sales Order will also be skipped during the purge operation if any of its associated prepayments are released but not fully applied.

Purge Sales Invoice Distributions (only):  Click on the 'Purge Sales Invoice Distributions (only)' button to purge the records related to transferred Sales Order Invoices based on the Cutoff date and the selected Division.

The following records will be purged as part of this purge operation,

• • Inv Acct Dimensioned Distrib. Summary (rstk__soinvdistdim__c object)

  • Invoice Account Distribution Detail (rstk__soinvdistdet__c object)

  • Invoice Account Distribution Summary records (rstk__soinvdist__c object)

  NOTE  The records will be skipped during the purge operation if the associated Sales order Invoices are not yet transferred to AR or if the Transferred to AR date is greater than Cutoff Date.

  NOTE  Rootstock advises that consideration be given to exporting all data (all fields) in the objects noted above to CSV (or other desired file format) to preserve historical data prior to running this purging process. If an export is performed, it is also strongly suggested that all objects listed be exported, including all fields on each object.

SEE ALSO
 

Purchase Order Purge
Work Order Purge
Purge Cost Transactions
Purge System Transactions 
Purge Financial Transactions
Schedule Purging Processes