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Clean up Sales Update History
Clean up sales update history!
Just like purchase orders, this is a way to cleanup the update history for sales orders. For similar reasons as with purchase orders, you should periodically clean up sales order update history at least once a year.
In Sales and Marketing > Periodic >Clean up, look for sales update history cleanup.
You will have an option for the status of the update and a created until date. You can use the date to clean out prior years where knowing exactly who posted what is of little to no importance. This process is fairly straight forward and cut-and-dry as there is very little behind the scenes logic. This will go through and delete records from the following tables based on your selection:
Sales Order - Update table (SalesParmTable)
Sales Order - Update (SalesParmUpdate)
Sales Order header - Updating table (SalesParmSubTable)
Sales Order Line - Delivery Address - Update Table (SalesParmLine)
Purhcase Order Line - Connection - Update Table (SalesParmSubLine)
Depending on what was deleted above, it will clean up the data in the related table if the transaction posted successfully.
Customer - Payment schedule (CustPaymSched)
Shipping Specification (SalesShippingStat)
Sales order line update information for potency (PDSSalesParmLinePricingCalculation)
Sales order line - update table (MCRSalesParmLine)
Items to pack into containers (MCRPackagingItem)
Packing box transactions (MCRPackagingBoxTrans)
Dynamics 365 For Finance and Supply Chain
This operates nearly identically and can be found in the same menu path.