O/E Clear History Screen

Select this option to clear printed posting journals.

Note: You must print posting journals before you can clear them.

After selecting this option, the Through Day End Number field becomes available. Use this field to specify the day-end number through which to clear posting journals, and then select the types of posting journals to clear (invoices, credit/debit notes, or shipments).

Order Entry clears journal data for the day-end number you specified and for earlier day-end numbers, provided that you have printed. After clearing the journals, you can no longer print them.

Select this option to clear sales history from your Order Entry system.

After selecting this option, use the Through Year and Period fields to specify the year and period through which to clear sales history, and then specify the range of customer numbers or item numbers for which to clear sales history.

Order Entry clears history for the previous periods in the specified year, and for all periods in previous years. After clearing, you can no longer print the O/E Sales History report for the cleared data or display it on the O/E Sales History screen.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Select this option to clear sales statistics from your Order Entry system, and then use the Through Year and Period fields to specify the range of years (calendar or fiscal) and periods for which to clear sales statistics.

Order Entry clears statistics for the previous periods in the specified year, and for all periods in previous years. After clearing, you can no longer print the O/E Sales Statistics report for the cleared data or display it in the O/E Sales Statistics screen.

Note: You specify on the Processing tab of the O/E Options screen whether to accumulate sales history and statistics by calendar year or fiscal year, and the period type to use.

Select this option to clear sales statistics from your Order Entry system, and then specify the range of salesperson commissions to clear.

Salesperson commission figures are accumulated for each salesperson until you use the O/E Clear History screen to reset them.

At the end of each commission period, you should print the O/E Salesperson Commission report and clear salesperson commission statistics so you can begin accumulating new statistics. For more information, see Performing Day End Processing.

Tip: If you use increasing commission rates for increasing sales amounts in each period, make sure you print and clear salesperson commissions promptly at period end to ensure that commission calculations are correct.

Select this option to clear transaction history from your Order Entry system, and then use the Through field to specify the date up to which to clear transaction history.

Order Entry clears the following transaction history:

• Orders that were completed during the specified date range
• Invoices, credit notes, and debit notes that were printed during the specified date range.

Note: Transaction history is not cleared for orders that have not been completed, or for invoices, credit notes, and debit notes that have not been printed.