Sales Order Purge

Overview

Purge Sales Orders is an optional process to delete Sales Orders, Sales Order Invoices, and subordinate records. This is not an archive of the data but rather a delete of the selected data and all subordinate data.

  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 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 (sohdr__c object)

• Packing Slip Header (sopack__c object)

• Sales Order Shipping Container Header (socontainer__c object)

• Bill of Lading Shipper Detail (sobols__c object)

• Pick List (sopickh__c and sopickd__c objects)

• Prepayment Detail (soppy__c object)

• Sales Order API (soapi__c object)

• Sales Order Salesperson (soosales__c object)

• SYDATA - System Transaction Object (sydata__c object)

• Configuration Session (confsess__c object)

• SO Acknowledgement Header (fsoackh__c object)

• Sales Order Override Address (soaddr__c object)

• Sales Order Header Extension (sohdrextn__c object)

• Sales Order Payment (sohdrpay__c object)

• SOHSALES (sohsales__c object)
   

• Shipper Header (sohip__c object)

• Shipping Charge Detail (soshipchg__c object)
   

• Shipper Line (soshipline__c object)

• Sales Order Line Amortization Schedule (soamort__c object)

• Shipper Demand (soshipdmd__c object)

• Shipped Product Lot Detail (soshiplot__c object)

• Shipped Product Serial Detail (soshipsrl__c object)
   

• Sales Order Invoice Header (soinv__c object)

• Prepayment Detail (soppy__c object)

• Prepayment Applied (soppya__c object)

• SYDATA - System Transaction Object (sydata__c object)

• Print Invoice Header (fsoinvh__c object)

• Invoice Account Distribution Detail (soinvdistdet__c object)

• Inv Acct Dimensioned Distrib. Summary (soinvdistdim__c object)

• Invoice Account Distribution Summary (soinvdist__c object)

• Sales Invoice Payment (soinvpay__c object)

• Invoice Payment Schedule (soinvsched__c object)
   

• Sales Order Invoice Line (soinvline__c object)

• Inv Line Account Distribution (soinvlinedist__c object)

• Invoice Line Salesperson (soisales__c object)
   

• Sales Order Line (soline__c object)

• Sales Order Line Fulfillment Schedule (solsched__c object)

• Pick List Detail (sopickd__c object)

• Sales Order Shipments (soshipments__c object)

• Configuration Session and Session Components (confsess__c object and confdcomp__c object)

• SYDATA - System Transaction Object (sydata__c object)

• Sales Order API (soapi__c object)

• Sales Order Booking (sobook__c object)

• SOCONFIG (soconfig__c object)

• Sales Order Line ATP by Division (solineatp__c object)

• Ord Line Account Distribution (solinedist__c object)

• Sales Order Line Extension (solineextn__c object)

• Line Non-Inventory Comps (solinenic__c object)

• Ordered Serial Numbers (solineser__c object)

• Order Line Release (solrel__c object)

• Sales Order Demand (soorddmd__c object)

• Sales Order Salesperson (soosales__c object)

• Sales Order Package (sopackage__c object)

• Sales Order Labor Operation (soopertask__c object)

• Sales Order Demand Direct Purchase Dtl (sodmdpo__c object)

• Sales Order Demand Cost (soorddmdcst__c object)

• Requirements (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 (soinvdistdim__c object)

• Invoice Account Distribution Detail (soinvdistdet__c object)

• Invoice Account Distribution Summary records (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