Cleanup routines in Dynamics 365 Finance and Dynamics 365 Supply Chain Management

This cleanup routine is used to periodically delete records from the EventInbox and EventInboxData tables.

Recommendation: If you don't use alert functionality, turn off the alert from the batch job.

This cleanup routine lets you delete database logs as you require. You can delete logs for specific tables, delete specific types of database logs, or delete logs based on the date and time when they were created.

Note: Records that have been electronically signed can't be deleted from logs.

By default, job history entries and related staging table data that are older than 90 days are automatically deleted (starting September 2023). To configure a job history retention period of less than 90 days, use the Execution history cleanup feature in Data management. It replaces the earlier Staging cleanup routine, which is now obsolete (deprecated).

The following tables are cleaned up:

• All staging tables
• DMFSTAGINGVALIDATIONLOG
• DMFSTAGINGEXECUTIONERRORS
• DMFSTAGINGLOGDETAIL
• DMFSTAGINGLOG
• DMFDEFINITIONGROUPEXECUTIONHISTORY
• DMFEXECUTION
• DMFDEFINITIONGROUPEXECUTION
• DMFDEFINITIONGROUPEXECUTIONPROGRESS

This cleanup routine deletes General ledger, Accounts receivable, and Accounts payable journals that have been posted. When you delete a posted ledger journal, all information that is related to the original transaction is removed.

Note: You should delete this information only if you're sure that you won't have to reverse the ledger journal transactions.

This cleanup routine sets up a batch job to clean up the email notification logs.

This cleanup routine is used to group closed inventory transactions or delete canceled inventory settlements. By cleaning up closed or deleted inventory settlements, you can help free up system resources.

Don't group or delete inventory settlements that are too close to the current date or fiscal year, because part of the transaction information for the settlements are lost.

Closed inventory transactions can't be changed after they are grouped, because the transaction information for the settlements are lost.

If canceled inventory settlements are deleted, they can't be reconciled with finance transactions.

This cleanup routine is used to maintain the InventDim table. This batch process deletes all existing inventory dimensions that are defined but not used in the current company. All unused inventory dimensions are permanently deleted. No alert or database log is created during this process.

This cleanup routine verifies if each InventDim record is being used in not only purchase order lines or sales order lines, but also inventory transactions or on-hand inventory records. If a reference exists to InventDim, it's checked. If it's not used, it's deleted. If the same combination of dimensions is used later, Dynamics 365 Finance and Dynamics 365 Supply Chain Management create a new InventDim record with a new InventDimId and use this instead.

This cleanup routine is used to resolve dimension inconsistencies on inventory transactions that have been financially updated and closed. Inconsistencies might be introduced if the multisite functionality was activated during or before the upgrade process.

Use this routine only to clean up the transactions that were closed before the multisite functionality was activated.

Note: Don't use this routine periodically.

Use this cleanup routine as a tool to aggregate InventSum rows that have 0 (zero) quantities. This routine basically extends the previously mentioned routine by also cleaning up records where the Closed field is set to True.

Basically, this routine is needed to handle scenarios where there are no more quantities in the InventSum table for a combination of inventory dimensions, but there's still a value. Although these values disappear in some cases, the current design occasionally allows values to remain.

For example, if you use batch numbers, each batch number (and the combined site, warehouse, and so on) creates a new record in the InventSum table. When the batch number is sold, you'll see that quantity fields are set to 0 (zero). In most cases, the Financial cost amount and Physical cost amount fields are also set to 0 (zero). However, in standard cost revaluation and other scenarios, the field might still show some amount. This behavior is valid, and it reflects the way that Finance and Supply Chain Management handle the costs at the financial inventory level (for example, the site level).

In Finance and Supply Chain Management, inventory value is determined by records in the InventSum table. In some cases, when inventory values in the past are reported, it's determined by inventory transactions (the InventTrans table). Therefore, in the previously described scenario, when you run inventory value reports, Finance and Supply Chain Management initially look at the InventSum table, aggregate all records to the site level, and report the value for the item per site.

The data from the individual records at batch number level are never used. Therefore, this routine goes through all InventSum records, finds the records where there's no more quantity (that is, No open quantities field is set to True). Because there's no reason to keep these records, Finance and Supply Chain Management find the InventSum record for the same item that has the same site, they copy the values from the batch number level to the site level, and they delete the record. Then, when you run inventory value reports, Finance and Supply Chain Management still find the same correct values. Therefore, this routine reduces number of InventSum records, significantly in some cases, and can have a positive impact on the performance of any function that queries that table.

We recommend that you periodically clean up registrations. This cleanup routine deletes only data that has been processed.

Note: Make sure that you don't delete registrations that might be required later for documentation purposes.

Same as Production control > Periodic tasks > Clean up > Production orders cleanup.

This cleanup routine is used to delete production orders that have ended.