As the business grows over time, the volume of the transactions also goes up proportionally, leading to depletion of available disk space! This is more prominent for the Account Ledger (F0911) table, as numerous kind of transactions such as Inventory, Sales Order, Purchase Order, Payroll, Accounts Receivable, Contract and Service Billing etc. ultimately flow into the F0911 table. Retaining the historical data is equally important but sooner or later the system performance becomes a matter of concern.
EnterpriseOne Financials product provides flexibility to summarize, delete, or purge information from the system in order to increase disk space. Programs that summarize multiple records create a single record. This single unique record summarizes your transactions and replaces numerous detailed transaction records. This is followed by running a program that purges the original detail records being summarized.
The Summarize Transactions program (R09811) processes all posted F0911 records for summarization and selects the requisite data as per the processing options setup. The process creates a summarized ‘BF’ Document type record for each accounting period, ledger type, account id, currency code, subledger, or subledger type.
Post summarization, you must run the Purge Prior Year JE's program (R09911) in order to purge the summarized transactions and copies them into F0911P Purge table.
Please do note that:
Benefits of Reorganizing and Purging Data:
For more information on Summarization process for Account Ledger, you may refer to the Overview of Account Ledger Summarization (Doc ID 664797.1).
For more information on Purge process for Account Ledger, you may refer to Overview of Account Ledger Purge (Doc ID 664786.1).