Sage 100

My customer is still on 4.3. In Cust Mainten the history tab shows sales beginning Dec 2012. In the Transaction tab the first invoice is 2010 as is on the Invoice tab. But if I do a crystal report of Invoice History Header the customer has sales as far back as 2003. What's the explanation for this?

Is it because the transaction tab is based on transaction payment history and the invoice history header/detail are separate files. I think they also purge on a separate schedule.

But besides the transaction tab, the Invoices tab shows nothing before 2010 and the history tab shows nothing before 2012. Yet there were sales since they started using MAS in 2003 as can be seen in Invoice History Header file

There was an issue with history conversion at one time. Weren't previous sales lumped into one year or something like that. History header and detail was not affected.

I can't believe anything was lumped because the total sales in Customer Maintenance are about 5 Mil while actual sales as shown in the Invoice History Header file are about 18 Mil

@WayneSchulz I don't believe they have ever purged

When they converted into business framework did you recalc the history. There was a utility floating around called arapfxv1.1

@JimWoodhead That utility is (as) being sold by Marin and Associates, I believe.

I don't believe I we did. Is it too late to fdo that now? Should I tell my customer he has to pay for a utility for a Sage error? Is it a Sage error?

The Days to Retain Paid Invoices in AR Setup Options determines how long paid invoices will appear on the invoices tab but as others mentioned above, the invoices remain in the AR Invoice History files. The maximum is 999 days thus the invoices only appearing since 2010 on the Invoices tab. (This is done automatically through Period End Processing.) Also, when they converted to the business framework, all of the history was lumped into the last period of the prior year, whatever that was for them. For example, if they upgraded in May (and they are on a calendar year), all prior history was dumped into December of the prior year. Why have they only noticed this now? What's their concern?

@ThereseLogeais This makes sense. I just changed it now for 10 years. What is their concern? They don't want to pay me $150 to create the crystal report. :-)

What is the problem the client needs solved? It's not a Sage error per se. The AR History and the invoice tab has always worked that way. It's WAD to keep the Aged Invoice Report and that screen from taking forever to generate. The History tab didn't exist in that form before the Business Framework transition. Before that you only had the current year and prior year. When the client was migrated to the BF version of AR, The standard conversion utilities didn't go back and generate past years' History. Regardless, you're not going to get more than 999 days in the Invoice and Transaction tabs. That's just over 2 1/2 years. The 10 years is invoice history.

There is an enhancement to expand the 999 days to 9999. http://www.dsdinc.com/enhancement/retain-paid-invoices-for-9999-days-4/

Also you could get around it going forward by never closing the period, but someone will inevitably accidentally close a period and it will disappear. That is usually on the 7th straight (or 300th) day in a row the backup was bad.