What tables to delete to clear customers transaction

selece28

Hi All
My customer want me to delete all transaction in their outlet by the end of the day because the data is imported to their headquaters. First i think i just need to delete from this tables:
- Sales Header and Line
- Sales Shipment Header and Line
- Transfer Header and Line
- Transfer Shipment Header and Line
- Transfer Receipt and Line
The outlet can only post Ship in Sales Order and can only sell Item.

My question is what other tables to delete if i want the outlet database to be cleanup. They want to make the customer credit limit back to 0 like the customer have not done any transaction. But i still keep the item ledger entry to keep the item inventory amount.
Please tell me if u know

Thanks in advance,

Mindie

You are in for a huge mess if you attempt to do this. I would recommend posting the appropriate transactions to bring the balance to 0 but leave the transactions where they are.

I know this isn't what the client wants to hear but sometimes it's best not to give the client what they ask for.

selece28

I think we still can do this
My Client don't need their outlet data anymore so they want to clean it.
The outlet is only used for Selling only (Sales Order, posting Ship) thats it.
By the end of the day all Sales Order data from Outlet is send to the Headquarter. The rest of the process is done in their Headquarter (Post Invoice, etc).
So they want the database to be cleaned on the next day, but the stock movement they still keep to track the stock in Outlet and Headquarter.
I create the object for them to run to delete the data, but it didn't reset the customer credit limit back to 0, Because i only delete the tables above. I think i need to delete some data from the accounting tables, i didn't understand much about accounting tables.
I only want to delete all transaction data, so what table i need to delete?

I already explain them by deleting the data they must take the risk of their own if they loose some data.

Thanks

David_Singleton

Believe me :

selece28 wrote:

I think we still can do this ...

and

selece28 wrote:

... i didn't understand much about accounting tables. ...

Do not belong in the same post.

David_Singleton

selece28 wrote:

...
I already explain them by deleting the data they must take the risk of their own if they loose some data.
...

Oh and good luck on that one. When it all goes South, that will be very conveniently forgotten.

Seriously though, you need to really understand the impact of any change you make to a customers system, BEFORE you start it. They are paying you and relying on your expert skills, to not let them shoot themselves in the foot.

DenSter

Once a transaction is posted in a financial system, it is a matter of history, and in most countries it is illegal to remove them. If there's a transaction in there that should not have been there, or that needs to be reversed, you need to actually post a reversal.

eugenious

if you do not need this information - why you post those invoices? Make additional field "Invoice Status", where users modify record to status "Ready to export to HQ", but not posting. End then after you transfer entries to HQ delete them. But on your place I would better move those entries to some "History Sales Header + Line" table.

selece28

Oh and good luck on that one. When it all goes South, that will be very conveniently forgotten.

Yes i know that David, but my client still insist me to do that.
They said they just want the Outlet like a "dumb terminal", used only to input Sales Order. I already suggest they go online but they refuse. They still want to go offline and only keep the 2 or 3 days previous transaction records.

Is there any other suggestion?

Thanks in advance

David_Singleton

selece28 wrote:

...

Is there any other suggestion?

...

I'll let Daniel answer that, he has a prepared answer that he can cut and paste

DenSter

Run Steven, Run!!!

diptish.naskar

Hi Steven,

Sometimes you do face the requirements like this and you have to do it irrespective of the choice. The entire scenario depends if you want to delete just the transaction data(which have not been posted) or you need to delete the both the posted and the transactional data. If you want to make nthe credit limit 0 of a customer based on certain criteria then you can do the same by using a process only report.

Waldo

DenSter wrote:

Run Steven, Run!!!

Life is like a box of chocolats
Once you've eaten one, the only way to take it back is to "}@#^"
Once you've posted the document, deleting the transaction should make you "}@#^"

selece28

Yes diptish.naskar
Thats what i mean
i already create Process only report for my client to delete their old Sales Order Data, but now they want me to help them to delete the transactional data to make the customer credit limit back to 0. So what table should i delete? Is it only from Customer ledger entry? Is there anything that i forget?

Thanks

diptish.naskar

Hi Selec:

See the credit limit is actually a normal field in Customer table which you can always modify from a procesing report. But if you delete the CLE...then there are many things that you need to keep in mind as you will be removing the entire audit trail of the entries passed. Just removing the CLE will not help you....but rather put you in a mess. However you can consider the following tables...

1. Detailed Customer ledger entries
2. Sales Invoice Header
3. Sales Invoice Line
4. G/L Entry
5. Customer ledger entry

Well all the tables together have a tight integration, but its an advice ....try not to acheive the same via a processing report...and even if want to do this.....then....be very very careful...because one single mistake and u will be doing...... ](*,)

Waldo

- Dimension tables
- VAT tables
- ...

[-X

diptish.naskar

Oh Yes!!!!!!!!!! =D> Waldo is right...

you have to get hold of the Ledger entry dimension table, VAT, Posted document dimensions,Service Tax Entry and posted structure details.

Hope this will do....

Waldo

Using code coverage and navigate should get you going ... .

selece28

Ow man, so many tables affected
](*,)

I think i'll try and see if i can find another way

Thanks