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Retaining History in Sage 100
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We are often asked about the amount of history kept in Sage 100 and how clients can control the length of time that data is kept in each module.
- Some of the data is kept in Sage 100 indefinitely. For example, invoices posted from both the AR and SO modules are stored indefinitely unless purged through an AR utility
- Some of the data is kept for a definable number of days. For example, the AR Options and AP Options have a question "Number of days to retain paid invoices". The maximum number for this field is 999 days. This setting is most easily noticed by reviewing the Invoices tab of either Customer Inquiry or Vendor Inquiry. Invoices in this screen are held for a maximum of 999 day after the invoice is paid
- Some of the data is kept for a definable number of years. For example, "Years to Retain Vendor History" in AP Options and "Years to Retain General Ledger History" in GL Options. Similar questions are in the IM Options, AR Options, and AP Options screens. The default for most of these settings is 2 years, so you may want to check these settings on your system to prevent purging of data
If you have specific questions about data retention settings in Sage 100, please let us know.
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Tax Changes
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Just a quick reminder that BC and PEI are changing their tax structures effective April 1.
If you need assistance with modifying your Sage 100 system to adopt these changes, please let us know.
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