Remove Void Sales Trx from History

[barbola]

When we void a sales transaction, it still shows up when we query the raw data from SOP30200.

There is a way to remove history, but I'm not exactly sure which options to use. I don't think I want to remove distributions, or do I?

I found the answer on Customer Source a few weeks ago but now I can't find it.



Thanks!
Barb E.

 

[klewis10367]

It depends if you want an audit trail to the GL to remain for the voided transaction. If not remove it from distribution also.

 

[Dukester0122]

The reason that the voided document is still being tracked in the SOP30200 file is because you have the Reprint Sales Voided Transactions option marked in the Audit Trail Codes Setup window (Setup - Posting - Audit Trail Codes). As long as this option is marked, the voided transaction will be kept track of, and you will not be able to reuse the document number. Once you unmark this option, then the Track Voided Transactions in History option will work like you want it to.

 

[PTina]

To remove history for a Sales transaction go to:
Utilities --> Sales --> Remove Trx History

Techknowledge document # 7186 explains this process.

Important
1. Be sure to do a backup before.
2. Enter specific ranges e.g. document number
3. Print the report before starting
4. Verify that only the transaction that you want removed was removed.

I would suggest removing the distribution if you remove the transaction, otherwise you will be left with hanging distributions, not linked to anything.