Sage 200 UKI Ideas Portal

SOP Purging by customer account number

We need functionality to purge sales orders by customer account number. This is crucial as we cannot delete a customer account without purging the data first. At present we can only purge ALL SOP data based on a date, therefore, we are also purging orders for other customers that we still require access to for reporting, visual checks, warranty information, reprinting of invoices but to name a few

  • Katja Monks
  • Jun 20 2024
  • Idea Accepted - Gauging Support
Idea Benefit We ONLY purge relevant data. This will allow us to not lose crucial information. It will also allow us to delete customer accounts in sales ledger where relevant.
How do you solve for this problem today? I have to purge ALL or not remove customer accounts. There is no suitable solution at the moment.
Product Variant Sage 200 Professional