Working with Historical Order Guide
A historical order guide stores the list of items a customer had ordered in the past. This list can be helpful while creating a sales order, wherein you can reference all the items ordered by the customer.
Guidelines for Historical Order Guide
The following are guidelines for working with historical order guides:
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Only order guides that are not linked to order guide templates can be marked as historical order guides.
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At any time, you can have only one historical order guide per subsidiary of a customer.
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You can mark the same order guide as historical as well as preferred order guide.
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If you inactivate a historical order guide, it does not store items ordered by the customer.
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You can create a historical order guide even if you do not have any items in it.
Marking an Order Guide as Historical
On the Order Guide page, you can use the Historical box to mark the order guide as historical.
To mark an order guide as historical:
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On a customer record, go to the Order Guide subtab.
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Click Edit next to the order guide that you want to mark as historical.
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Check the Historical box.
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Click Save.
Note:If there is an existing order guide with the Historical box checked, then that box is automatically cleared.
Adding Items to Historical Order Guide
Items ordered by the customer are automatically added to the historical order guide using a map/reduce script. The script name is Historic Order Guide MR. The script considers the following to update the historical order guide:
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Sales orders created after the last script run
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Items that are not already included in the historical order guide
The script is by default scheduled to run every 24 hours. When the script runs for the first time, the SuiteApp includes only the sales orders that are created after it was installed. For information on scheduling the script, see Scheduling a Map/Reduce Script Submission.
You can also add items to historical order guide manually.