Hey Everyone,
Seeing how there is no clearcut method of archiving old Job data (BC has built in functions for archiving every other table) I'm leaning towards just biting the bullet and deleting some old planning line records.
Context : I work for a construction company. We use the Job Card, Job Planning Lines extensively, along with Excel sheets that are linked to the same. We've been runing BC for over 4 years now and those tables contain job data from 4 years ago. Yes, I know we can just filter the view to hide 'completed' job but where this is starting to have an effect is in the Excel sheets. The refresh times are now getting out of hand - 1 to 2 minutes.
Heres what I've done : In our sandbox I go to a job and run the command More Options - Actions - Functions - Archive Project. This appears to copy the associated "Job Planning Lines" to the table "Job Planning Lines Archive".
I then use the Data Editor app from Volodymyr Dvernytskyi, open up Job Planning Lines, filter to the same job, toggle the switch "Without Validation" and then delete all the entries.
So far, nothing appears "broken". The Job itself may look a look a funny, as it now has no budget. But the actual cost and actual invoiced amount are untouched. Job Ledger Entries remain untouched,
Do you think I'm safe to do this in Production ? Pushing it a little further....what about opening up the Job list and deleting the whole job ?
Thanks for any insight!
