I am trying to make performance improvements in Acumatica ERP by minimizing the data processing in the background. What can be the ways by which we can remove data older than 2 years? Not deleting it permanently but it should always remain accessible when required.
Yes, I would like the processing time for GI's, Reports and Dashboards to improve significantly. For example: We have an internal ticketing system and a lot cases get created on a daily basis. Once the cases are closed, they may be required for another few months for reference purpose but that may not be the case after 1 or 2 years. Instead of deleting such cases, is it possible to remove them from appearing in system, but when required it can be accessed with a separate login.
Hi @RSHAH1 , you can exclude them from your generic inquiries by doing so in the relations. If you do it on the conditions tab it will still load all the data and then only filter out based on your conditions. If you do it on the relations tab then you limit the amount of data being loaded initially.
So if you want to only show all cases besides the closed cases, you can do something like this:
Case2 is just the CRcase table but you will notice in the join we are looking for all cases that are not closed. You can then create an historic cases GI that will show all the closed cases.
Yes, I would like the processing time for GI's, Reports and Dashboards to improve significantly. For example: We have an internal ticketing system and a lot cases get created on a daily basis. Once the cases are closed, they may be required for another few months for reference purpose but that may not be the case after 1 or 2 years. Instead of deleting such cases, is it possible to remove them from appearing in system, but when required it can be accessed with a separate login.
Yes, I would like the processing time for GI's, Reports and Dashboards to improve significantly. For example: We have an internal ticketing system and a lot cases get created on a daily basis. Once the cases are closed, they may be required for another few months for reference purpose but that may not be the case after 1 or 2 years. Instead of deleting such cases, is it possible to remove them from appearing in system, but when required it can be accessed with a separate login.
Hi @RSHAH1 , you can exclude them from your generic inquiries by doing so in the relations. If you do it on the conditions tab it will still load all the data and then only filter out based on your conditions. If you do it on the relations tab then you limit the amount of data being loaded initially.
So if you want to only show all cases besides the closed cases, you can do something like this:
Case2 is just the CRcase table but you will notice in the join we are looking for all cases that are not closed. You can then create an historic cases GI that will show all the closed cases.
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