Working with Historical Order Guides
A historical order guide keeps track of the items a customer has ordered before. This list is useful when creating a sales order, as you can reference the customer's past orders.
Guidelines for Historical Order Guides
Here are some guidelines for working with historical order guides:
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You can only mark order guides that aren't linked to templates as historical.
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You can only have one historical order guide per customer subsidiary at a time.
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An order guide can be both historical and preferred.
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Inactivating a historical order guide means it won't store the customer's ordered items.
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You can create a historical order guide even if it's empty.
Marking an Order Guide as Historical
Check the Historical box on the Order Guide page to mark it 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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Next to the order guide you want to mark as historical, click Edit.
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Check the Historical box.
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Click Save.
Note:If another order guide is already marked as historical, this one will replace it.
Adding Items to a Historical Order Guide
A script automatically adds the customer's ordered items to the historical order guide using a map/reduce script. The script is called Historic Order Guide MR. The script updates the historical order guide based on:
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New sales orders created after the last script run
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Items not already in the historical order guide
The script runs daily by default. On its first run, the script only includes sales orders created after the SuiteApp was installed. For information about scheduling the script, see Scheduling a Map/Reduce Script Submission.
You can also add items to a historical order guide manually.