Needing to delete sales quotes and orders

manelson05
manelson05 used Ask the Experts™
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There are still 1191 sales transactions (mostly Orders & Quotes) that I see when I run a Smatrtlist query. These all need to be deleted. How can I delete these all?some of the sales orders and quotes have the date 00/00/0000? I cant do this thorugh GP
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Commented:
Hi,

When you try and delete the quotes or orders in GP, do you get a dialog that says "You are not allowed to delete this document" ?

If so, try changing the sales order document types so that they allow deletion.  You can allow deletion, and then when you are done, you can disable it if you want.

Instructions for GP 10:

Tools -> Setup -> Sales Order Processing
Click on the Sales Document Setup button
Select Quote
Select a Quote ID used by one of the quotes that you want to delete
In the Options grid, select Delete Documents
Click on Save

Repeat this for each Quote type that needs to be deleted, and then repeat it for each Order type that needs to be deleted.

Once that option is set, you should be able to delete the documents, either individually, or by batch (assuming a given batch only has documents you want to delete, and none you want to save).

Let me know if this works for you, or if you are experiencing another problem.

If the dates of 00/00/0000 are giving you a separate problem, just let me know and I can try and come up with a fix for that.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional

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Commented:
Thank you that worked.

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