web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Module data clean up
Microsoft Dynamics AX (Archived)

Module data clean up

(0) ShareShare
ReportReport
Posted on by bankk 6,609

Hello everyone.

I am looking for information on the various "clean up" options available across the AX modules. For example, Sales and marketing has the "Sales update history cleanup". I'd like to understand what each option does, what unintended consequences there might be in running them, and how to properly test in a non-production environment before we start scheduling these in a live environment. I haven't found a whole lot of information that has substance; hoping the collective group could offer some help. Thank you very much in advance.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi KBANH,

    I also did not found any good information related to what you are looking for.

    but what I suggest you should do the technical analysis of these options and find out which all tables it is cleaning and what are its impact.

    I suggest you should use Code profiler tool to analyse these option. Using code profile you will be able to know how code is getting executed and which all tables data it is deleting.

    as per concept and bottom line these options basically deletes transaction data related to the module.

    Please verify and update us with your findings.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi Kbanh,

    The job you mentioned deletes records from tables starting with SalesParm. These tables are maintained when you update a sales order. This could be generating the confirmation, posting packingslip or the invoice. It contains the specification what to update. After posting you have a history in journals which cannot be deleted (e.g. posted invoice). The update tables could be used for troubleshooting when you think something was posted incorrectly. If everything is OK, you can consider the executed records as obsolete and can be deleted.

    Many clean-up processes are deleting this kind of tables. It is not deleting posted transactions.

    It is a bit too much to mention all clean up processes in this forum. As Nitesh mentioned, you can look into the objects to see what tables are cleaned. In this case the class SalesParmCleanUp was used.

    Some other important cleanup processes are related to database logging and the batch history. These tables can grow rapidly. So keep track of them. When you don't need this history you can delete some records.

  • Verified answer
    PA-22040759-0 Profile Picture
    PA-22040759-0 6,194 on at

    The "Microsoft Dynamics AX 2012 R2 Administration Cookbook" from Packt Publishing has a chapter describing several clean upn areas:

    - Clean up the general ledger data

    - Clean up the procurement and sourcing data

    - Clean up the sales and marketing data

    - Clean up the inventory and warehouse management data

    - Clean up the old calendar dates

    - Clean up notifications

    Side note:

    The BETA Tool "Intelligent Data Management Framework" might also be something you'd want to look into:

    technet.microsoft.com/.../hh378082.aspx

  • bankk Profile Picture
    bankk 6,609 on at

    Thank you all for the many valuable suggestions. I'm confident they will help me better understand the clean up processes. My inexperience with the functional workflow is in part what concerns me. Would you all suggest working with a business analyst to layout a testing plan to ensure we're not purging needed data -- unless there are best practices already published?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans