Clear History Form — Overview

The Clear History form removes obsolete data from your Order Entry system. You can clear the following information:

• Transaction history (all the information from completed orders, invoices, credit notes, and debit notes).

• Sales history (item and customer sales by period).

• Sales statistics (totals and high and low amounts by period).

• Salesperson commission data (commissions accumulated since the last time data was cleared).

• Printed posting journals (transactions from invoices and credit notes which will be posted by Accounts Receivable to general ledger accounts, listed by day end number).

You can clear one or more types of data at the same time.

To use the Clear History form

1. Select the types of records you wish to clear.

2. Specify the ranges for each type of record.

3. Type the dates or fiscal year and period for which to clear.

4. Click Process.

See also

 

Sales History form

Sales Statistics form

Saving transaction information for reporting