Let's walk through creating a standard Build VM
You are here
Purchase Order History Cleanup
Let's cleanup our purchase order update history.
Every time you post any kind of update to a purchase order, such as a packing slip or confirmation, the settings for that update are captured and stored. Over time this data loses its value until it's meaningless. Recent update settings can be reviewed to see who attempted what and the outcome of that update. However, who posted a purchase order confirmation 4 years ago is hardly of importance now. There is a way to clean this up in bulk.
Look in Procurement and Sourcing > Periodic > Clean up for Purchase update history cleanup. You will have an option for the status of the update and a created until date. You can use the date to clean out prior years where knowing exactly who posted what is of little to no importance. This process is fairly straight forward and cut-and-dry as there is very little behind the scenes logic. This will go through and delete records from the following tables based on your selection:
Purchase Order - Update table (PurchParmTable)
Purchase Order - Update (PurchParmUpdate)
Purchase Order header - Updating table (PurchParmSubTable)
Purchase Order Line - Delivery Addres - Update Table (PurchParmLine)
Purchase Order Line - Asset Information (PurchParmLine_Asset)
Purhcase Order Line - Connection - Update Table (PurchParmSubLine)
Purchase Order - Disbursement Table (PurchParmTable_PaymentDisbursement)
Depending on what was deleted above, it will clean up the data in the related table if the transaction posted successfully.
Vendor Invoices (VendInvoiceInfoTable)
Vendor Invoice Expected Purchase order Totals (VendInvoiceMatching)
Vendor Invoice expected Purchase order Changes (VendInvoiceInfoMarkupMatchingTolerance)
Charge Transactions (MarkupTrans)
Vendor Invoice Symbols (VendInvoiceInfoTableSymbol)
Sales tax Transactions exchange rate (SalesTaxTransactionExchangeRate)
Vendor Payment Schedule (VendPaymSched)
Dynamics 365 For Finance and Supply Chain
This operates nearly identically and can be found in the same menu path. However, D365 F&SC includes a new feature related to Vendor Disbursements. Table Vendor saved invoices - disbursement table (VendInvoiceInfo_PaymentDisbursement) is also cleared of references depending on options selected.