Open Forum

  • 1.  Quick Removal of old Sales Quotes Dyn GP 2018

    Posted 20 days ago
    We have ignored old quotes in our system for 3 years (back thru 2019) - is there a quick way to remove 2 and 3 year old quotes from within Dynamics GP, or even through SQL?

    ------------------------------
    Clay Tait
    Tait Distributors
    Edmonton AB
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Quick Removal of old Sales Quotes Dyn GP 2018

    Posted 19 days ago
    write a macro to move all quotes into a new batch and then delete the batch.

    ------------------------------
    dexteritydeveloper
    dexteritydeveloper@gmail.com
    https://keptonworking.blogspot.com/
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Quick Removal of old Sales Quotes Dyn GP 2018

    GPUG ALL STAR
    Posted 12 days ago
    Hi Clay,
    Considering you may have setup multiple QUOTE type in SOP, you may have to run this a few times, but in general, it's the fasted way to get rid of Sales Documents from the front-end. You need to have access to SQL to prepare the data though.

    In GP, check in Inquiry how many different Sales Quotes you may have:

    You may check that in SOP Setup too, but this is quick and easy.
    Once you figured that out, run a query in SQL against the SOP10100 table and get all the documents that are open (SOP10100) with the DOCID matching your Sales Quote ID.

    select BACHNUMB,* from SOP10100
    where DOCID like 'STDQTE'

    The result will show you if those documents are already assigned to a batch or not.



    With this information on hand you then assign all the Sales Quotes to a single Sales Batch (existing one or a newly created one for that purpose) by using this script:

    UPDATE SOP10100
    set BACHNUMB = 'SALES QUOTES'
    WHERE DOCID = 'STDQTE'

    Once you have them all under a single Batch, you just go in GP, select the batch and delete it. That will get rid of all the related Sales Quotes.

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role