In Order Entry, you can keep sales history for analysis and reporting purposes.
To keep sales history, select the Keep Sales History option on the Processing tab on the O/E Options screen.
You specify whether to save sales data by fiscal year or calendar year, and select the period type. You can report sales data on the O/E Sales History report, sorted by customer number, item number, or primary salesperson.
You can turn the options to keep history on or off at any time. If you turn them off after you have used them, Order Entry immediately stops saving information, although it retains those records already collected until you clear (delete) them using the O/E Clear History screen.
If you turn the options on again, there will be a gap in the collected information corresponding to the period when the options were turned off.
Historical data can use a significant amount of storage space on your computer, so you should clear the data when you are finished using it. For example, you might decide to clear data that is more than six months old, or you might keep data for more than a year.