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Archive inventory transactions in Microsoft Dynamics 365 finance and operations

Over time, the inventory transactions table (InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This article describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance.

Only financially updated inventory transactions can be archived in a selected closed ledger period. To be archived, financially updated outbound inventory transactions must have an issue status of Sold, and inbound inventory transactions must have a receipt status of Purchased.

Pre-requisites:

  • The ledger period must be closed.
  • Inventory closing must be run on or after the to-period date of the archive.
  • The period must be at least one year before the from-period date of the archive.
  • There must not be any existing inventory recalculations.

Considerations:

  • When you audit inventory transactions from related documents, such as purchase order lines, they will be shown as archived. To review the archived transactions, you must go to Inventory management > Periodic tasks > Clean up > Inventory transactions archive.
  • Inventory closing can’t be cancelled for archived periods. Before you can cancel an inventory closing, you must reverse the inventory transaction archive for the relevant period.
  • Standard cost conversion can’t be done for archived periods. Before you can do standard cost conversion, you must reverse the inventory transaction archive for the relevant period.
  • Inventory reports that are sourced from inventory transactions will be affected when you archive inventory transactions. These reports include the inventory aging report and inventory value reports.
  • Inventory forecasts might be affected if they are run during the time horizon of archived periods.

Reference: https://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/archive-inventory-transactiohttps://learn.microsoft.com/en-us/dynamics365/supply-chain/inventory/archive-inventory-transactionsns

Lets see how it works:

Demo:

Run inventory archive (Inventory management > Periodic > Clean up

Enter date range and make sure all pre-requisites are completed.

Now we have period open, there is no period with status on hold/closed

Run inventory transaction archive process.

View archived process/transactions.

That’s it for this blog but wait here is the bonus tip :

New feature

Thank you !!! Keep reading and sharing !!!

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