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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Will the deletion of e...
Finance | Project Operations, Human Resources, ...
Suggested answer

Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

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Posted on by Trippico 5

My IT department is telling me not to delete any old/expired sales trade agreements because it will corrupt our system data.  The excuse is that the historical trade agreements are used for sales history and other areas within AX.  Is this true?

I ask because we have several tens of thousands of old pricing agreements that have since expired or were incorrectly posted to begin with and i'd like to delete them from the system but i don't want to harm anything by doing so.  Also because it seems ridiculous that anything would be linked to a historical trade agreement that can be overridden during price override or can be edited within the trade agreement functions at any time.  I'd appreciate some expert knowledge as I feel what i'm being told is incorrect.

Thanks.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

    Hi Trippico,

    I don't think that those old trade agreements are important to AX but to your BI reports.

    I don't have details how they are build but based on what you describe, I would suspect that your reports break if you delete the trade agreements.

    So, better don't touch them ;-)

    Best regards,

    Ludwig

  • Trippico Profile Picture
    Trippico 5 on at
    RE: Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

    Hi B.A.,

    By 'sales lines' do you mean the invoice history line item details?  Why wouldn't this be linked to something that could potentially be modified.  I read another forum that said that if this was the case that...

    "Once a SO is invoiced, you can actually delete the SO (there is even a periodic cleanup functionality for that), and your financial figures and posting history will not be affected (unless you incorrectly changed and designed SSRS reports to use data from the tables involved, though it should have been replicated to the posting tables)."

    Can I assume this also applies to old sales trade agreements and that unless the SSRS reports are incorrectly designed I should be able to delete them without corrupting my data?

    Thanks,

  • Trippico Profile Picture
    Trippico 5 on at
    RE: Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

    Hi Ludwig,

    We use BI for building sales reports like invoice history and open order reports.  I'm told to change the date from/to date on the trade agreement instead of deleting them.  

    What I don't understand is if the trade agreement is so important to other aspects of AX then why are you allowed to completely modify an existing trade agreement meaning it's customer, item, price, etc?

    thanks.

  • B.W Profile Picture
    B.W 505 on at
    RE: Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

    Sales lines are linked to the trade agreement the pricing was used  on, deleting them could cause issues in cases where a old transaction may for some reason need to be credited.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Will the deletion of expired sales trade agreements cause issues with reporting or otherwise?

    Hi Trippico,

    Are you using those historical trade agreements for BI reports that are build on top of them?

    If this is the case then deleting / 'cleaning' things might be an issue.

    Data corruption should not be an issue unless some stuff has been modified.

    If you don't see any problem with having the old trade agreements in your system I would probably take the 'careful' way and not delete them to avoid any potential side effects.

    Best regards,

    Ludwig

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