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Archive Commerce transactions

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This article explains how to archive transactions in Microsoft Dynamics 365 Commerce.

Prerequisites

To archive Microsoft Dynamics 365 Commerce transactions, first enable the archival framework in Dynamics 365 Commerce headquarters. Learn more in Set up and manage archive data.

Enable the feature by using the Feature management workspace

Enable the Archive with Dataverse long term retention feature.

To enable the feature in Commerce headquarters, go to the Feature management workspace (Systems administration > Workspaces > Feature management), and turn on the Archive with Dataverse long term retention feature flag.

Set up an archival job

To set up an archival job, follow these steps:

  1. In headquarters, go to System administration > Archive with Dataverse long term retention workspace.

  2. Select Retail transactions.

  3. Select New long term retention job to open a wizard where you can schedule a new retail transaction archival job with Dataverse long-term retention.

  4. Enter a name for the job, and then select Next.

  5. Specify the date of the oldest retail transactions to archive (the From date).

  6. Specify the date of the newest retail transactions to archive (the To date).

  7. Select the legal entity (company) for which to archive the sales orders.

  8. Select Next.

  9. Select one of the following supported scheduling types:

    • Single run – Long-term retention and the save to history tables run continuously until both processes are completed. Data is always archived first in Dataverse long-term retention. Then the save to history occurs.
    • Daily during allotted time – Long-term retention runs continuously until the process is completed. The save to history tables only runs during the specified start and stop archiving time.

  10. On the last page of the wizard, confirm the details, and then select Finish to schedule the Retail transactions archive job for the selected interval and company.

The archive jobs appear on the dashboard.

View the status of the long-term retention job

To view the status of the long-term retention job, select View progress on the archival job dashboard to view job status details.

View historical data

The Archive with Dataverse long term retention workspace shows the full archiving history. Each row in the grid shows information such as the date when the archive was created, the user who created it, and its status.

To view details about a selected archive, select the job, and then select View history data. The Archived retail transactions page shows every retail transaction that the archive job includes.

The following illustration shows an example of the Archive with Dataverse long-term retention workspace that includes a completed archive job for retail.

Screenshot of a completed archive job for retail in the Archive with Dataverse long term retention workspace.

Tables archived by the retail long-term retention job

Note

The archive job includes only posted transactions.

The retail long-term retention job archives the following tables:

  • RetailTransactionTable
  • RetailTransactionCashManagementTrans
  • RetailTransactionFiscalCustomer
  • RetailTransactionSupplementaryInvoice
  • RetailTransactionTable_RU
  • RetailTransactionBankedTenderTrans
  • RetailTransactionValidationError
  • RetailTransactionTenderDeclarationTrans
  • RetailTransactionTaxMeasure
  • RetailTransactionSalesTrans
  • RetailTransactionPaymentTrans
  • RetailTransactionPaymentTrans_BR
  • RetailTransactionSafeTenderTrans
  • RetailTransactionPaymentRefundableAmounts
  • RetailTransactionAdditionalAddressTrans
  • RetailTransactionAddressTrans
  • RetailTransactionAffiliationTrans
  • RetailTransactionAttributeTrans
  • RetailTransactionChargeTaxMeasure
  • RetailTransactionChargeTaxTrans
  • RetailTransactionChargeTaxTransGTE
  • RetailTransactionCustomerAccountDepositTrans
  • RetailTransactionDiscountTrans
  • RetailTransactionFiscalTrans
  • RetailTransactionFiscalTransExtendedData
  • RetailTransactionIncomeExpenseTrans
  • RetailTransactionInfocodeTrans
  • RetailTransactionKitsDisassemblyTrans
  • RetailTransactionLoyaltyRewardPointTrans
  • RetailTransactionMarkupTrans
  • RetailTransactionNoteTrans
  • RetailTransactionOrderInvoiceTrans
  • RetailTransactionTaxTrans_IN
  • RetailTransactionTaxTrans
  • RetailTransactionTaxTransGTE

Note

This feature is generally available starting with the Commerce version 10.0.47 release.

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