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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Records Management
Finance | Project Operations, Human Resources, ...
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Records Management

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Posted on by Lxuhab 5

We are new to D365FO and are currently working towards a go live date of 1/1/2023.   Our Legal Department has inquired about adherence to our Records Retention policy in the new accounting system.   We have corporate policies to delete voucher activity plus any attachments for invoices, purchase orders, invoices, credit memos, etc. after seven years. 

Are there any document retention/delete setup and routines available in D365FO to delete those vouchers/attachments or are there any ISVs out there that? 

If neither of those exist, is anyone doing any Power Platform for these bulk deletes?

Thanks!

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  • Suggested answer
    nunomaia Profile Picture
    nunomaia 25 Moderator on at

    There are some maintenance jobs to delete sales orders,PO

    Take a look on docs.microsoft.com/.../cleanuproutines

    To remove only attachments you would need a custom development, not a complex one, but it needs a customization.

    You can't delete any financial transactions ( general transactions, invoices, etc ) D365 from the system or you will corrupt D365. You can delete journals

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