Delete outdated sales orders for a call center [AX 2012]

Updated: April 23, 2014

Applies To: Microsoft Dynamics AX 2012 R3

At some point, your organization will need to remove outdated order information from Microsoft Dynamics AX. This topic explains how to delete invoiced and canceled sales orders that were generated in the call center.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Required setup tasks

Set up a call center

The following procedure explains how to delete sales orders that were generated in the call center.

  1. Click Call center > Periodic > Clean up > Sales order purge.

  2. In the Sales order purge form, do one of the following:

    • In the Customer account field, select the customer account for which you are deleting sales orders. In the Invoice aged days field, enter the number of days up to today’s date for which invoiced and canceled sales orders that were created for the selected customer should be deleted. For example, if today is April 1, 2014, and you enter 30, all invoiced or canceled sales orders created on or before March 2, 2014 will be deleted.

    • In the Customer account field, select the customer account for which you are deleting sales orders. In the Last invoiced through field, select the date on which all invoiced or canceled sales orders created for the selected customer should be deleted. This also deletes any invoiced or canceled sales orders that were created before the selected date. For example, if you enter February 1, 2014, all invoiced and canceled sales orders that were created on or before February 1, 2014 will be deleted.

    • In the Invoice aged days field, enter the number of days up to today’s date for which all invoiced and canceled sales orders should be deleted. For example, if today is April 1, 2014, and you enter 30, all invoiced or canceled sales orders created on or before March 2, 2014 will be deleted.

    • In the Last invoiced through field, select the date on which all invoiced or canceled sales orders created should be deleted. This also deletes any invoiced or canceled sales orders that were created before the selected date. For example, if you enter February 1, 2014, all invoiced and canceled sales orders that were created on or before February 1, 2014 will be deleted.

  3. Click OK.

Create a basic sales order for Call center

Apply payments in sales orders

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Retail Headquarters configuration key

Call center configuration key

Security roles

Sales manager


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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