As you settle inventory, the system will create records for each transactions. Let's look at cleaning things up!

Inventory settlements clean up

Over time, Inventory Settlement (InventSettlement) records will accumulate which donΓÇÖt add value. These are records of inventory transaction settlements in a detailed form, typically at least one record per inventory transaction. However, as time goes on, we no longer require that kind of data resolution especially as the resulting inventory and financial transactions will remain forever in detail. So, if we need to dig into the details of a PO receipt from 3 years ago, we still can but we may not need the settlement info for that particular receipt. There is functionality to periodically accumulate the details and get rid of the detail records.

Where is this in AX 2012?

In Inventory Management > Periodic > Clean up, look for Inventory settlements clean up. This will let select 2 dates: group settlements posted before and delete canceled settlements posted before. The delete canceled before date will be used only for deleting inventory settlements where the cancelled flag is set to yes and the settlement model isnΓÇÖt physical value. If you only want to clean up deleted settlements, set the group settlements date to before the legal entity started transacting, like 1950-01-01. This will delete inventory settlements records where cancelled is set to yes, the settlement model is not physical value and the transaction date is less than the date selected. Next, it will sum up inventory settlements by quantity settled, cost amount settled, cost amount adjusted and catch weight settled, store those in something similar to a staging table then it will delete all inventory settlements where the transaction date is less than the date entered and the settlement type isnΓÇÖt accumulated. Next, it will take the summarized values and add them to the inventory settlements table as accumulated settlement type records. The accumulated settlement type is only used when this functionality is used.

Where is this in Dynamics 365 for Finance and Supply Chain

This can be found in the same place as AX 2012 and is functionally the same.

Other Versions

This is available in all versions of AX 2012 as well as all versions of AX 2009.