Cleaning Up Customer Order Records

Explanation

This activity is used to remove obsolete customer order data from the database. It is possible to remove customer order header history, closed customer order lines, customer order line history, order line reservations, and customer order line delivery records. When removing line history of closed customer order lines, reservations and delivery records are also deleted. (This activity will also free-up space on the disks and enhance the performance of the system.)

You can either perform a cleanup of customer orders directly, or schedule the task as a background job.

When using customer schedules. the user must be very careful when doing this because the date on the customer order header can be very old and the lines are continuously updated. The risk is that the new order lines are removed.

The Default feature allows you to use the default settings. Default settings are derived from the Database Tasks page in Solution Manager, which is set by the administrator.

Note: Performing a cleanup to delete obsolete data is not the recommended approach as all the underlying references will not be removed. E.g. inventory transactions, GL transactions, delivery and invoicing statistics etc. Reusing customer order numbers that have been deleted through the cleanup process is also not recommended as this could have undesirable effects on data that has not been removed through this process.

Prerequisites

N/A

System Effects