Archive process for Purchase, Payment, or Expense requests in SR2016

Information

• Products: Sparkrock 2016
• Summary: Archive process for Purchase, Payment, or Expense requests in SR2016

Details

Purchase, Payment, or Expense requests can be archived from time to time in order to reduce table size, improve performance or simply to follow company policy. Follow the steps under the Resolution section while keeping in mind the notes under Impact/ Risks.

Resolution

This process will move Purchase Requisitions to the Archived Purchase Requisitions. Notice that any in-progress Requisition will be ignored. Only Completed and Cancelled Requisitions will be Archived.
See parameters below, this filter will archive anything requested before Jan 1st, 2020, regardless of posting date. More info on selecting date ranges under Setting date ranges in Dynamics NAV - Dynamics NAV App | Microsoft Docs

After hitting OK, the system will start moving the documents. This process can take some time depending on how many documents need to be archived.
Once the process is complete, verify the documents under Purchase Requisition
Archives in the NAV Client. These documents are no longer accessible in Employee Center/EWA.

Impact / Risks

This process will move records from one table to the archive table. It is strongly suggested to test the process in a test company or your QA environment before applying it in Production.

Workaround

Not Applicable

Related Information

Setting date ranges in Dynamics NAV - Dynamics NAV App | Microsoft Docs

Update History 

Attachment  

Not Applicable 

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