Archive inventory transactions

Today we will see functionality that has been around in dynamics that archives inventory transactions to improve the performance of reports and processes that consume the InventTrans table. Do not miss it!

I leave you the video:

As requirements to file transactions we have the following:

• The accounting period must be closed. If the period is on hold, it will not appear in the options when filing.

• Inventory close must be done on or after the date you want to archive the transactions

• You cannot archive transactions that are less than one year old

• There must not be any recalculation of existing inventory, within the period to be filed.

We must also consider some cases where certain functionalities may be affected:

• When validating related document transactions, such as purchase orders or transfers, they will show as archived. In this case, we must go to the form: Inventory management > Periodic tasks > Cleaning > Inventory transactions archive, and select Archived transactions, where we can see the detailed transactions.

• The inventory close cannot be canceled for periods that have transactions on file. Before canceling an inventory close, we need to reverse the inventory transaction file for the period we want to work on.

• Standard cost conversion cannot be performed for archived periods. As with closing before doing this process, we need to reverse the inventory transaction file for the period we want to work with.

• Inventory reports that work with inventory transactions (InventTrans Table) will be affected after the transactions are archived. For example inventory value reports.

• Inventory forecasts will be affected if they are executed during the time horizon of the archived periods.

As a general rule, we have to think that any process or report that works with the inventory transactions table can be affected since the transactions will not be seen in this table.

I hope you can use it and see you at the next Consejo Dynamics