Tag: Display historical data
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Archiving Dynamics 365 Finance Inventory Transactions Guide
Overview This post explains how to archive inventory transactions from Dynamics 365 Supply Chain Management. Archive with Dataverse long-term retention feature optimizes storage and system performance by moving InventTransArchive records to a Microsoft Azure data lake and replicating corresponding records in the InventTransArchiveHistory table. InventTransArchive table records represent inventory transactions that have already been consolidated.…
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Archiving Dynamics 365 Finance General Ledger Data Guide
Overview This post explains how to archive the data of the general ledger of Microsoft Dynamics 365 Finance. General ledger archiving can only be done for the fiscal years for which the year-end closing process has been performed. The archiving jobs for the different years must be performed in chronological order. For example, the 2018…
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Archiving Dynamics 365 Finance Inventory Journal Guide
Overview This post explains how to archive the inventory journal data of Dynamics 365 Supply Chain Management. Prerequisites Before the inventory journal data is archived, the following prerequisites must be met: The ledger period of the inventory journal that must be archived must be closed. The period must be at least one year before the…
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Archiving Dynamics 365 Finance Sales orders Guide
Overview This post explains how to archive Sales order data in Dynamics 365 Supply Chain Management. The archiving solution moves transactional data to history tables in the database. These tables have limited indexing, so the storage space is minimal. Historical transactions are moved to smaller volumes to avoid delays in other major processes. Data can…
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Archiving Dynamics 365 Finance Tax Transactions Guide
Overview This post explains how to archive Dynamics 365 Finance tax transaction data. When you archive tax transactions, the data from the following tables is moved to the history tables: TaxTrans TaxTrans_BR TaxTrans_IN TaxTrans_IT TaxTrans_RU TaxTrans_W TaxTransExtensionTH TaxTransGeneralJournalAccountEntry TaxTransSubledgerJournalAccountEntry Prerequisites Verify that your environment is configured to use the archive feature. In addition, the following…
