Sage 100

v2016 with Sage CRM. There are many expired quotes for Prospect Customers in S100 and the normal purge doesn't work for Prospects. Anybody have experience or suggestions as to how to mass purge these expired quotes vs 1 by 1? My CRM consultant says the S100 utility to purge doesn't work as the Prospect Quote is not associated with a real customer and he doesn't believe Sage provides a utility to deal with them. An off the cuff thought I had was: create a bogus customer, export the Prospect Quotes, import back in with the bogus customer and then use purge utility? Think it would work? Is there a better way? Thanks!

@BasilMalik might have some ideas.

@SageCRM

I think our client with a similar issue had to manually delete the quotes from the Sales Order Front End. If I remember correctly, the quote is not a ""Q"" type. If it is tied to the Prospect Customer for CRM Purposes, it is a ""P"" type. The utilities do not look to purge ""P"" types, just ""Q"" Types.

@NancyHanson - I checked with my team and they would agree with your consultant. This is really an issue within Sage 100 as the quotes aren't associated with a ""real"" customer record and the utility doesn't seem to find them to do mass deletes. If the client is on SQL, you could write something at the database level to remove those records / flag them as deleted but back up your database first before testing it out.

Sorry for the late response here, @MoiraGoggin and @NancyHanson. Another idea outside of what @PeterWolf mentioned would be utilizing VI the way you described in your original post to do an export/import to reclassify the Order Type so that the utility could in fact latch onto and purge them. I don't know enough about VI to describe the process, but this is my current theory along with a limited understanding of VI... disclaimer, back up your system before trying, etc etc. In Theory... 1) VI Job Exports all Order Types equal to ""P"" to a CSV. 2) CSV is updated to default to a temporary Sage 100 customer number (can't use PROSP or whatever the Sage 100 Company's Default has been set as in the CRM Company Settings). You may also have to remove the Prospect ID and all correclating Sage CRM data values (I think the remaining CRM-related values are CRMOpportunityID, CRMCompanyID, CRMUserID, CRMPersonID). Change OrderType from P to Q. 3) VI Job Imports all to overwrite/update the Prospect quotes. 4) Run ""Purge Expired Orders/Quotes"" utility. 5) Verify their removal That's the first step. The second step applies to the clean up of the Sage CRM system. You'll want some sort of similar SQL script to update the Sage CRM database's Opportunities that are attached to those prospect quotes to bulk update them as well with some generic ""lost"" reason such as ""Quote Expired"". Similar reason for this is to ensure they're not clogging up the customer's Opportunity pipeline as well.