Mass Delete Old Sales Quotes

Keywords: SOP Quote, SOPTYPE = 1,  Mass Delete

If you have accumulated a large number of unused SOP Quotes in Dynamics GP it can be daunting to consider the best way to remove them.  A quick trick to accomplish this is described below.

WilloWare’s GP PowerPack has a module called Mass Batch Change (shown above).  MBC can be used to move transactions from one batch to another for transactions created in the following windows:

  • Sales Transaction Entry
  • Receivables Transaction Entry
  • Receivables Cash Receipts
  • Payables Entry
  • Manual Payments
  • Assembly Transactions
  • Purchasing Invoice Entry
  • Purchasing Receipt Entry

As shown above, to remove Sales Quotes, add record selection criteria where:

  • SOP Type = Quote
  • Document Date <= 7/18/2019 (in this case removing everything more than five years old)

After the window locates the documents, transfer them to a new batch (DELETE_ME).

Then delete the batch.