[Clay Tait]

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?

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Clay Tait
Tait Distributors
Edmonton AB
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[Dexterity Developer]

write a macro to move all quotes into a new batch and then delete the batch.

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dexteritydeveloper
dexteritydeveloper@gmail.com
https://keptonworking.blogspot.com/
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[Beat Bucher]

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.

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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)

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