<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/sls/tdsls5201m000" xml:lang="en">
   <Header>
      <Title>Archive/Delete Sales Order/Schedule History (tdsls5201m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to archive and/or delete
		  sales order history, installment history, and/or sales schedule history.</Paragraph>
      </AimSection>
      <GeneralSection>
         <Paragraph>The history files contain sales order (installment) data and
		  sales schedule data. These files are automatically updated when sales orders
		  are generated and changed and sales orders are deleted. For sales schedules,
		  the files are automatically updated from the <Emphasis>Approved</Emphasis> status on and next. The total amount of history data can be restricted by
		  deleting the files.</Paragraph>
         <Paragraph>The way in which LN deletes the history data depends on the
		  value of the <Link href="/baanerp/td/sls/tdsls0100s400#tdsls000.mdoh.4" role="formfield">Method of Deleting Order History Data</Link> field in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListIntro>You can delete history data only if these conditions
				apply:</ListIntro>
               <ListItem>The order/schedule (line) is processed and therefore no
				longer available in the actual tables.</ListItem>
               <ListItem> 
                  <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef> enables deletion, for example, the history
				data is no longer required for <Link href="/baanerp/tf/glossary/glossary#000180" role="glossary">reconciliation</Link>.</ListItem>
               <ListItem>Deletion is not prevented by the status of linked <Link href="/baanerp/td/glossary/glossary#Commission_td" role="glossary">commissions</Link>, <Link href="/baanerp/td/glossary/glossary#Rebate_td" role="glossary">rebates</Link>, or <Link href="/baanerp/tp/glossary/glossary#000063" role="glossary">projects</Link>.</ListItem>
            </List>
         </Note>
         <Important>
            <SectionTitle>Important!</SectionTitle>
            <Paragraph>Order history is the basis for statistics. Archiving and/or
			 deleting order history limits a full update of statistics. If you archive the
			 order history up to a certain period in time, it is recommended to archive the
			 statistics also up to that period.</Paragraph>
         </Important>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Performance aspects</SectionTitle>
         <Paragraph>The settings in this session could affect system performance and database growth. For more information, refer to <Link href="/baanerp/performance/td/P000025_delete_archive" role="manual">Delete and archive history data</Link>.</Paragraph>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/td/onlinemanual/000091" role="manual">Sales order/schedule history</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tf/integrations/400030" role="manual">Reconciliation - overview</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="arch.delete">
         <Header>
            <Title>Delete or Archive</Title>
         </Header>
         <FuncDesc>Define whether you want to delete the history, transfer the
		  history to an archiving file, or first transfer the history to an archiving
		  file and then delete the history.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="comp.no.archive">
         <Header>
            <Title>Archive Company</Title>
         </Header>
         <FuncDesc>The archiving company to which the history information is
		  transferred.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="delete.orders">
         <Header>
            <Title>Order History</Title>
         </Header>
         <FuncDesc>If this check box is selected, order and installment
		  history data is deleted.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tr.date.ord.t">
         <Header>
            <Title>Up To Date</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000203" role="glossary">transaction date/time</Link> until which you want to delete the
		  order history data.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You cannot delete history records of an order/ order line
			 that has a transaction date that falls after the date you entered in this
			 field.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="delete.schedules">
         <Header>
            <Title>Schedule History</Title>
         </Header>
         <FuncDesc>If this check box is selected, schedule history data is
		  deleted.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tr.date.sch.t">
         <Header>
            <Title>Up To Date</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000203" role="glossary">transaction date/time</Link> until which you want to delete the
		  schedule history data.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You cannot delete history records of a schedule (line) with
			 a transaction date that falls after the date you entered in this field.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="keep.last.records">
         <Header>
            <Title>Skip Last Entries</Title>
         </Header>
         <FuncDesc>If this check box is selected, the last history entries
		  are kept and not deleted.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="arch.gen.tc.data">
         <Header>
            <Title>Archive General Data</Title>
         </Header>
         <FuncDesc>If this check box is selected, general data from <GUIRef href="/baanerp/tc" role="package">Common</GUIRef> is also
		  archived.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="arch.gen.td.data">
         <Header>
            <Title>Archive Master Data</Title>
         </Header>
         <FuncDesc>If this check box is selected, master data from <GUIRef href="/baanerp/sales" role="package">Sales</GUIRef> is also
		  archived.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="arch.text">
         <Header>
            <Title>Archive Text</Title>
         </Header>
         <FuncDesc>If this check box is selected, texts are also archived.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="overwrite.text">
         <Header>
            <Title>Overwrite Text</Title>
         </Header>
         <FuncDesc>If this check box is selected, texts from the archive company number are
		  overwritten with the texts from the operational company.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="print.errors">
         <Header>
            <Title>Print Errors</Title>
         </Header>
         <FuncDesc>If this check box is selected, LN prints a report of the
		  errors that occur while archiving/deleting the history data.</FuncDesc>
      </FieldHelp>
   </Fields>
</Session>