EDIT (November 2020): The most update version of this content you will now find on our official documentation. Please refer to this article: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/cleanuproutines
In Dynamics 365 for Finance and Operations cleanup routines are available across various modules within the product.
It is important to note that these cleanup routines should be only executed after detailed analysis and confirmation from the business this data is no longer needed.
Also always test each routine first in test environment prior executing it in production. This article provides an overview on what is available today.
System administration
Module |
Path |
Description |
System administration |
Periodic tasks > Notification clean up |
This is used to periodically delete records from tables EventInbox and EventInboxData. |
System administration |
Periodic tasks > Batch job history clean-up |
The regular version of batch job history clean-up allows you to quickly clean all history entries older than a specified timeframe (in days). |
System administration |
Periodic tasks > Batch job history clean-up (custom) |
The custom batch job clean-up form should be used only when specific entries need to be deleted. |
System administration |
Inquiries > Database > Database Log > Clean up log |
You can delete database logs as required. You can delete logs for specific tables, delete specific types of database logs, |
Data management
Module |
Path |
Description |
Data management |
Data management workspace > Job history cleanup |
Available in Platform update 29 and later, functionality must be enabled in Feature management and Feature name is “Execution history cleanup”. The job history clean-up functionality in data management must be used to schedule a periodic cleanup of the execution history.
|
Data management |
Data management workspace > “Staging cleanup” tile |
The Staging cleanup functionality should no longer be used, it is depreciated. Instead use Job history cleanup |
Warehouse management
Module |
Path |
Description |
Warehouse management |
Periodic tasks > Clean up > Work creation history purge |
This is used to delete work creation history records from WHSWorkCreateHistory |
Warehouse management |
Periodic tasks > Clean up > Containerization history purge |
This is used to delete containerization history from WHSContainerizationHistory
|
Warehouse management |
Periodic tasks > Clean up > Wave batch cleanup |
This is used to clean up batch job history records related to Wave processing batch group. |
Warehouse management |
Periodic tasks > Clean up > Cycle count plan cleanup |
This is used to clean up batch job history records related to Cycle count plan configurations. |
Warehouse management |
Periodic tasks > Clean up > Mobile device activity log cleanup |
This is used to delete mobile device activity log records from WHSMobileDeviceActivityLog |
Warehouse management |
Periodic tasks > Clean up > Work user session log cleanup |
This is used to delete work user session records from WHSWorkUserSessionLog |
Inventory management
Module |
Path |
Description |
Inventory management |
Periodic tasks > Clean up > Calculation of location load |
WMSLocationLoad table is used in tracking weight and volume of items and pallets. |
Inventory management |
Periodic tasks > Clean up > Inventory journals cleanup |
It is used to delete posted inventory journals. |
Inventory management |
Periodic tasks > Clean up > Inventory settlements cleanup
|
It is used to group closed inventory transactions or delete canceled inventory settlements. Do not group or delete inventory settlements too close to the current date or fiscal year, Closed inventory transactions cannot be changed after they have been grouped, Canceled inventory settlements cannot be reconciled with finance transactions |
Inventory management |
Periodic tasks > Clean up > Inventory dimensions cleanup |
This is used to maintain the InventDim table. Inventory dimension combination record that is still referenced cannot be deleted because when an InventDim record is deleted, |
Inventory management |
Periodic tasks > Clean up > Dimension inconsistency cleanup |
This is used to resolve dimension inconsistencies on inventory transactions that have been financially updated and closed. |
Inventory management |
Periodic tasks > Clean up > On-hand entries cleanup |
This is used to delete closed and unused entries for on-hand inventory that is assigned to one or more tracking dimensions. |
Inventory management |
Periodic tasks > Clean up > Warehouse management on-hand entries cleanup |
Deletes records in the InventSum and WHSInventReserve tables. |
Inventory management |
Periodic tasks > Clean up > On-hand entries aggregation by financial dimensions |
Tool to aggregate InventSum rows with zero quantities. This is basically extending the previously mentioned cleanup tool by also cleaning up records which have field Closed set to True! The reason why this is needed is basically because in certain scenarios, you might have no more quantities in InventSum for a If you for example use Batch numbers, each batch number (and the combined site, warehouse, etc.) creates a new record in InventSum. Inventory value is determined in Dynamics 365 for Finance and Operations by records in InventSum, |
Inventory management |
Periodic tasks > Clean up > Cost calculation details |
Used to clean up cost calculation details. |
General ledger
Module |
Path |
Description |
General ledger |
Periodic tasks > Clean up ledger journals |
It deletes general ledger, accounts receivable, and accounts payable journals that have been posted. |
Sales and marketing
Module |
Path |
Description |
Sales and marketing |
Periodic tasks > Clean up > Delete sales orders |
It deletes selected sales orders. |
Sales and marketing |
Periodic tasks > Clean up > Delete quotations |
It deletes selected quotations. |
Sales and marketing |
Periodic tasks > Clean up > Delete return orders |
It deletes selected return orders. |
Sales and marketing |
Periodic tasks > Clean up > Sales update history cleanup |
It deletes old update history transactions. All updates of confirmations, picking lists, packing slips, |
Sales and marketing |
Periodic tasks > Clean up > Order events cleanup |
Cleanup job for order events. Next step is to remove the not needed order events check-boxes from Order event setup form. |
Production control
Module |
Path |
Description |
Production control |
Periodic tasks > Clean up > Production journals cleanup |
It is used to delete unused journals. |
Production control |
Periodic tasks > Clean up > Production orders cleanup |
It is used to delete production orders that are ended. |
Production control |
Periodic tasks > Clean up > Clean up registrations |
It is recommended to clean up registrations periodically. |
Production control |
Periodic tasks > Clean up > Archive future registrations |
It is used to remove future registrations from the raw registrations table. |
Procurement and sourcing
Module |
Path |
Description |
Procurement and sourcing |
Periodic tasks > Clean up > Purchase update history cleanup |
This is used to delete all updates of confirmations, picking lists, product receipts, and invoices generate update history transactions. |
Procurement and sourcing |
Periodic tasks > Clean up > Delete requests for quotations |
It is used to delete requests for quotation (RFQs) and RFQ replies. |
Procurement and sourcing |
Periodic tasks > Clean up > Draft consignment replenishment order journal cleanup |
It is used to cleanup draft consignment replenishment order journals. |
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