Erase Orders from Task 1 & 2

For a variety of reasons there can be old orders (i.e. quotes) left in Task 1, or there can be old invoices left in Task 2 and there are no plans to post them through to the A/R module.   These old orders/invoices can be erased by a date range.

For orders in Task 1 – Order Entry & Editing, go to:

Step 1.

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • Erase Open Orders by Date (Sub-task 4)

Read the information screen.  This function deletes open orders, but will NOT delete orders with a status of 'Accounting' and orders with deposits 

Enter the ‘cutoff date’, along with customer number range (normally ALL); the order number range (normally ALL, unless you have a specific order number range you want to delete).   A list of deleted orders will print.

Step 2.

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • ​Analyze Order Entry Header/Dtl (Sub-task 2)

Read the information on the screen.  This function allows you to delete orders and items that do not have any corresponding records linked to them plus you can also delete orders (by date range) that have items on the order but no date.

Enter Yes to delete ‘unlinked’ records and date range.  A list of unlinked records can be printed.

Step 3.

• Inventory Control (Module 5)
  • Special I/C Processing Menu (Task 25)
    • ​Reset Warehouse Committed & Backordered from O/E (CNTOED).

Everyone needs to be out of order entry, P/O & Inventory before this program can be processed.

Type YES.  No report prints.  

For orders in Task 2 – Invoiced Order Holding File, go to:

Step 1.

• Order Processing (Module 6)
  • System Management Functions (Task 32)
    • Erase Holding File by Date (Sub-task 8)

Read the information screen.  This function deletes open orders, but will NOT delete orders with a status of 'Accounting' and orders with deposits 

Enter the ‘cutoff date’, along with customer number range (normally ALL); the order number range (normally ALL, unless you have a specific order number range you want to delete).   A list of deleted orders will print.

Step 2.

• Inventory Control (Module 5)
  • Special I/C Processing Menu (Task 25)
    • ​Reset Warehouse Committed & Backordered from O/E (CNTOED).

Everyone needs to be out of order entry, P/O & Inventory before this program can be processed.

Type YES.  No report prints.