Is it possible to create or run a report that gives a summary of deleted sales orders for a time period?
I have the suspicion that once they are deleted, the details are just gone, but I thought I’d ask. I have someone that would like to know the $ amount of these orders each month.
If you have the Booked Sales Order feature enabled, you can look into the associated tables and see what Headers, Lines, and releases that have had a booking value change. It can be wrong but it will tell you when something was deleted. See BookOrd and BookDtl. BookDtl.BookType will show you the deletions of lines. The OrderNum will stay in these tables even if not in OrderHed.
I don’t think you can get that. As you said, once deleted, they’re gone. We had something similar and we blocked the deletion of SOs with a BPM and the users just void them instead of deleting. You can look into something similar but it will work from now on. You won’t be able to get the ones deleted in the past.
When you void a SO, will it let you run a report with the $ amount of the voided transactions?
If there is a dollar variance, Epicor books it or unbooks it. The booking records are updated when you check the “Ready to Process” box. In the past, we have seen some strange behavior if a price is changed after a shipment occurs. But for straight how voids or deletions, it has worked by showing the negative booking.
There is no standard report that I’m aware of. You’ll have to use a BAQ on the Book tables. Go to your Test or Education database and give it a look for yourself to make sure it will do what you want.
Mark W.
Thanks. We don’t have Book Sales Orders enabled. I’ll check it out.
It won’t help now, but going forward you could setup a UD table, and data directive to keep track of deleted orders. This is certainly a more custom solution, but could be more flexible in the way you decide to capture data.
Optionally, I have set up BPMs to email details when records are deleted
I have tried getting users in the habit of closing/voiding records instead of deleting too but… mixed results.
Interestingly I can see orders in BookDtl but not the ones that were deleted. We do not have the bookings feature turned on and quite frankly no one else would have the access to turn it off. So odd the table is getting values. I’ve turned it on as I would like to see if someone has deleted an order.
Booking records are only written when the user clicks Ready To Process.
