Archive inventory transactions
D365FO Data Archiving
In the 1st Quater of 2021, Microsoft introduced the most wanted feature of data archiving, although it is still not available for all tables and targeting only inventTrans table for the time being.
As per Microsoft's fast track, archiving is a very crucial topic for them, they know very well from time to time data of their client increase and client start registring the performance issues.
Let's move to the topic:
How you can turn on this feature in your environment?
Navigate to Feature management, and turn on the Inventory transactions archive feature.
Important
Once you enabled the feature then you couldn't disable it again.
Prerequisites
Only during the times when the following conditions are met can inventory transactions be archived:
The ledger period has to come to an end.
Inventory closing must be performed on or after the archive's to-period date.
The period must begin at least one year before the archive's from-period date.
There must be no inventory recalculations in place.
Archive inventory transactions
Follow these steps to save inventory transactions.
To access the inventory transaction archive, go to Inventory management > Periodic chores > Clean up > Inventory transaction archive.
The Inventory Transactions Archive page appears, displaying a list of processed records that have been archived.
To generate an inventory transaction archive, go to the Action Pane and select Inventory transactions archive.
Set the following fields in the Inventory transactions archive dialog box's parameters FastTab:
Follow these steps to save inventory transactions.
- Choose the earliest transaction date in the closed ledger period to include in the archive.
- Select the most recent transaction date to include in the archive in the closed ledger period.
Set up batch processing details as needed on the Run in the background FastTab. In Microsoft Dynamics 365 Supply Chain Management, follow the regular batch job instructions.
Choose OK.
You get a notification asking you to confirm that you wish to keep going. If you want to continue, read the information carefully and select Yes.
The Inventory Transaction Logs Archive page shows your complete archive history. Each row in the grid displays information such as the date the file was created, the user who created it, and its status.
