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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Can I delete All ledge...
Small and medium business | Business Central, N...
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Can I delete All ledger entries in one company (What will be the risks?)

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Posted on by CU07101338-0 157
Hello Everyone!
Do you think is it good idea to delete all ledger entries for a company and what would be the risks?
Because all configuration and master data are now clean including No. Series, Chart of Accounts, Master Data, Extensions, etc. Even there are integrations between the web service of this company to other software, But there are a few test records. Do you think is there any risk to delete ledger entries, because creating new company takes time to repeat all of them and also, maybe will miss something.
Looking forward to your recommendations!
Thanks in advance!
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,453 Super User 2024 Season 2 on at
    Can I delete All ledger entries in one company (What will be the risks?)

    This is a common technique that many partners use in Business Central when setting up new companies or implementations, so I wouldn't say it's never a good idea. The process typically involves setting up a company with master data, posting test transactions, and then deleting all posted transactions to use the company for go-live. This is a lot faster than creating a new company using configuration packages. It sounds like this is what you're trying to do. 

    As Ben mentioned, some partners already have tools for this, most of which are variations of Olof Simren's Record Deletion Tool for Microsoft Dynamics NAV 2015. This tool includes a hardcoded list of tables to be cleared when starting from scratch and then deletes the data in them. There's also a version for Business Central here. However, the BC version hasn't been updated for recent releases, so it misses some tables that should be cleared.

    That said, I wouldn’t recommend this approach if you're new to the system. I would only consider it if you're a super user and can identify which tables need to be deleted. The risk is that you might not clear all necessary tables, resulting in a mix of old and new data. If this happens, data reliability will be compromised, and fixing it would require selectively deleting old records, which can be complex and time-consuming.

     

    Valentin Castravet
    Work: Zander ERP Services
    Blog: Dynamics 365 Business Central Insights
    LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,077 Super User 2024 Season 2 on at
    Can I delete All ledger entries in one company (What will be the risks?)
    Reach out to your partner as they likely already have a tool for this.  It is fairly common to wipe all transactions out of a Sandbox environment when prepping for a cut-over.  There are more related tables then you would think to consider, so you do need to be careful.  As long as you get all the related entries, there is no issue with doing this in preparation for a go-live.
     
    I would not advise doing this in a live production company.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    Alfredo D365Training Profile Picture
    Alfredo D365Training 12 on at
    Can I delete All ledger entries in one company (What will be the risks?)
    Deleting ledger entries in a company is never a good idea.
     
    Tens of related entries can be found for each ledger entry in Business Central; deleting transactions will make your company unusable.  
     
    Instead, create a configuration package with all the setup tables, including number series and master data.
    Create a new company with no data and use the configuration package to upload the data you need.
     
     

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