Purging and Archiving data in Sage ERP X3

By | February 24, 2012

Every ERP has an option to Purge/Archive the Historical data of the system; this is useful whenever the user wants to modify the data in bulk.

Even Sage ERP X3 provides the option to purge the existing data using 2 options available in ERP X3.

Purge Option: The SAGE software is able to manage, by means of the purge/archiving, the transfer to archives or the of movements that no longer change and that are considered as old enough so that they are not frequently consulted.

Only data considered as closed (i.e. that will not change any more) can be purged or archived.

The archiving is carried out by transfer of data from a folder table to a table with the same structure (with two additional fields, CREHISDAT and CREHISUSR, which is used to know the dates and operators that archived the data).

Database mass update: This setup function of system transactions enables an update of the data of any table. The coherence rules linked with the application are not controlled; it is a maintenance tool.

This tool offers not the only purge but update and creation of the data/information, the purging of the data can be parameterized i.e. it is user controlled. The opening screen of the Database Mass Update is used to enter the code of the system transaction, along with the linked setups.

The linking criterions for these tables are based on the indexes of the tables. Once the code has been entered, the function is launched, either in test or in real mode.

A trace is displayed when the execution of the function is completed: it gives the list of the modified lines.

This blog states the difference between the Purge and Database Mass Update Option in X3. Please check our next blog to learn the execution method of both the utilities.

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