Purging Hold or Quote Transactions
Sales with a Hold or Quote status are retained in a global batch table until you retrieve them and either convert them into sales or delete them. When a batch of sales is posted, the hold/quote transactions do not post, but remain in the global batch table.
Purging the Hold batch in Point of Sale and deleting unneeded Quotes in Order Entry helps keep your processing speed fast because it eliminates transactions that are no longer required. It also will help keep your Lookups clean because all you’ll see are the transactions that are still relevant.
Running the Purge Hold Sales option purges all hold sales with a transaction date older than the purge date specified. Individually deleting unwanted Order Entry quotes removes them from the Lookups.
CAUTION: Always back up your data tables before you purge the Hold/Quote table. |
To purge Point of Sale hold transactions:
1 In the Sales module, select Period End Tasks > Purge Hold / Quote Transactions from the navigation pane.
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2 Enter the date through which you want to purge Point of Sale Hold transactions. Only Point of Sale Holds that are prior to or including the date you enter will be purged.
3 Click OK.
To purge all Order Entry quote transactions:
1 In the Sales module, select Order Entry Tasks > Set the Active Batch to Quote.
2 To clear all the quotes in the quote batch, select Order Entry Tasks > Clear the Transaction Batch.
CAUTION: If you select this option, all Quote transactions in the batch will be purged. You will not be able to provide a date through which to purge quote transactions. |
To purge individual Order Entry quote transactions:
1 In the Sales module, select Order Entry Tasks > Set the Active Batch to Quote.
2 Select Order Entry Tasks > Enter / Edit Customer Orders. The Sales Order Entry window appears, with Quote selected as the Transaction Type.
3 Select Transaction > Retrieve Transaction > Quote.
4 Select the transaction you want to delete from the Lookup that appears.
5 Select Transaction > Clear to clear the transaction.
6 After you’ve cleared all the quote transactions you want, you can exit the Sales Order Entry window.
Published date: 11/22/2021