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Microsoft Dynamics RMS (Archived)

Extract Journals or utility to view journals?

Posted on by Microsoft Employee

Ok, our database has reached a point where it is too big. I saw a few tutorials on how to delete the journals (receipts) We are willing to do that but is there any tool that allows you to 1. Extract the journals (receipts) 2. View them???   

thanks

dan

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  • TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Extract Journals or utility to view journals?

    Dan I can't help you for HQ. I am one store man.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Extract Journals or utility to view journals?

    Thanks for this. Do I have to do this at a store level or headquarters? I mean, where are journals saved?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Extract Journals or utility to view journals?

    Thanks!

  • Verified answer
    TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Extract Journals or utility to view journals?

    Hello Dan,

    I guess you want to keep the actual sale receipts on journal not only the sale values. This I would do by;

    1 - Back Up your data file before deleting, and name something like "Company record 1Jan2000 to 31Dec2015"

    2 - Keep it where your back office SO Manager is.

    3 - Using SO Administrator create a database file from this  to "1Jan2015 to 31Dec2015".

    4 - Whenever you need to look at the old records using SO Administrator, connect to that database file > select that database file > from file menu select Configuration fill the server name, Database and hit Test Database Connection. Confirming message will tell you that database is now connected.

    5 - Start SO Manager, this now should show you the data in the connected file.

    Note that you need to test the connection in SQL Authentication mode, you should have the SQL sa password. If you don't don't despair there is a way to set a new password that you will know.

    For safety I use this on a separate machine that is also set with SQL server of same version as the original.

    To get back to working database repeat steps 3 and 4 but substitute the file name with the one POS is running. Connect and test connection. Then you can delete journal entries using SO Administrator query.

    Lastly when every thing are running ok and deletion done run reindex database from SO Administrator Database menu, this will tidy up the database and give you extra room for your data.

    Good Luck

  • Verified answer
    NickZnavor Profile Picture
    NickZnavor 715 on at
    RE: Extract Journals or utility to view journals?

    One way to do this if familiar with the setup:

    Backup current database, and restore to new database named some thing like... Store1_History_2016

    Then, run the sql scripts on database "Store1" to remove older sales data.

    You can then create a report that will call the other database, and use that one so that you can see the older sales data.

    Also, to view the journals as normally would, just substitute the database names in store administrator temporarily

    just be sure to switch it back, so you don't forget and start working on the historical database instead of the current

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