Sage 200 UKI Ideas Portal

SOP Archiving by customer account number

We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving orders for other customers that we may require to remain in current for example for reportability.

And added benefit should be that we only need to archive a small subsection of the sales order live files.

  • Katja Monks
  • Jun 20 2024
  • Idea Accepted - Gauging Support
Idea Benefit It is a requirement to archive data before a customer record can be removed. This would allow archiving of a smaller sub section of the SOP data
How do you solve for this problem today? I have to archive the whole of SOP based on a "to date" value
Product Variant Sage 200 Professional