1. To-Increase Dynamics 365 for Finance & Operations
  2. EDI studio
  3. General

Clean up EDI journals and EDI history

In EDI studio:

  • All EDI transactions are logged in EDI history management (BisEdiHistory table).
  • You can use the staging concept to validate data in an intermediate area before it is further processed.

To prevent the database from containing too much data, you can clean up the:

  • EDI history in recurring mode.
  • EDI staging journals in recurring mode or manually.


Administrator Administrator Start Start Clean up EDI journals and EDI history Clean up EDI journals and EDI history In EDI studio: All EDI transactions are logged in EDI history management (BisEdiHistory table). You can use the staging concept to validate data in an intermediate area before it is further processed. Several predefined staging journals are available for EDI studio: EDI purchase journal EDI Sales journal EDI Delfor journal EDI inventory journal EDI transfer journal To prevent the database from containing too much data, you can clean up the EDI history and EDI staging journals in recurring mode. For example, you want to keep the EDI staging journals for six months. Each week, you can do a cleanup, deleting staging journals older than six months. Procedure 1. Go to EDI > Periodic > EDI journal clean up > Clean EDI History. 2. Click OK. 3. Sub-task: Clean up EDI history. 4. Select Yes in the Delete EDI History field. 5. In the Number of days field, enter a number. 6. Sub-task: Clean up EDI journals. 7. Select Yes in the Delete EDI Staging journals field. 8. In the Number of days field, enter a number. 9. In the Statuses field, enter or select the desired statuses. 10. Select Yes in the Include EDI sales journals field. 11. Select Yes in the Include EDI purchase journals field. 12. Select Yes in the Include EDI inventory journals field. 13. Select Yes in the Include EDI transfer journals field. 14. Select Yes in the Include EDI DELFOR journals field. 15. Sub-task: Set up batch processing. 16. Expand the Run in the background section. 17. Select Yes in the Batch processing field and fill in the fields as desired. 18. Click Recurrence and fill in the fields as desired. 19. Click OK. 20. Click OK. Clean up EDI journals manually Clean up EDI journals manually In EDI studio, you can use the staging concept to validate data in an intermediate area before it is further processed. Several predefined staging journals are available for EDI studio: EDI purchase journal EDI sales journal EDI Delfor journal EDI inventory journal EDI transfer journal To prevent the database from containing too much data, you can clean up the EDI staging journals manually. Procedure 1. Go to EDI > Periodic > EDI journal clean up > Delete EDI sales journal. 2. In the list, find and select the desired journals. 3. Click Delete. 4. On the message, click Yes. 5. Close the page. End End

Activities

Name Responsible Description

Clean up EDI journals and EDI history

Administrator

In EDI studio:

  • All EDI transactions are logged in EDI history management (BisEdiHistory table).
  • You can use the staging concept to validate data in an intermediate area before it is further processed. Several predefined staging journals are available for EDI studio:
    • EDI purchase journal
    • EDI Sales journal
    • EDI Delfor journal
    • EDI inventory journal
    • EDI transfer journal

To prevent the database from containing too much data, you can clean up the EDI history and EDI staging journals in recurring mode.

For example, you want to keep the EDI staging journals for six months. Each week, you can do a cleanup, deleting staging journals older than six months.

Clean up EDI journals manually

Administrator

In EDI studio, you can use the staging concept to validate data in an intermediate area before it is further processed.

Several predefined staging journals are available for EDI studio:

  • EDI purchase journal
  • EDI sales journal
  • EDI Delfor journal
  • EDI inventory journal
  • EDI transfer journal

To prevent the database from containing too much data, you can clean up the EDI staging journals manually.

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