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MSDyn365FO Pre-upgrade Cleaning, Part 3 – Cost calculation details

This blog is the next part of a multi-part blog series by our very own Nathan Clouse detailing some preparatory tasks that you can perform ahead of doing a database upgrade to reduce upgrade time.  This information is particularly useful when preparing to upgrade from Dynamics AX 2012 to Dynamics 365 for Finance and Operations, as database size increases time needed to move files between environments and perform the upgrade steps.  Look for additional releases in this series in the coming weeks!

Cost calculation details

Much like lots of other data in AX 2012 and Dynamics 365 for Finance and Supply Chain, as time progresses, it can lose its value and eventually just starts to slow things down. Cost calculations can be no different. There is functionality in the system to clean up lots of different BOM costing related info that is older than a specific date. This can help clean up old BOM rolls from years ago where we don’t need the costing detail anymore.

Where is this in AX 2012

In Inventory Management > Periodic > Clean up, look for Clean up cost calculation details. This screen has a few options on it to help you clean things up. First is the option to “Apply to sales line” with a date. With this enabled, this will delete all records in the Calculation table (BomCalcTable) where the calculation type is order and the transaction date is less than the date provided. Next is “Apply to planned cost calculation” and a date. If you select “pending”, this will delete pending item prices (InventItemPriceSim) records where the costing type is “normal” and the from date is less than or equal to the date entered. If you select “Pending and Active”, this will also delete active prices (InventItemPrice) of type “normal” leaving at least 1 active price for an item regardless of date selected. The next option is “Clean up standard cost calculation” with a date. If you select “pending”, it will delete pending item prices (InventItemPriceSim) records where the costing type is “Standard” and the from date is less than or equal to the date entered. If you select “Pending and Active”, this will also delete active prices (InventItemPrice) of type “standard” and “conversion”, leaving at least 1 active price for an item regardless of date selected. Lastly, always run this in batch as it could take a long time to run if you have lots of costing history.

Clean up cost calculation form Dynamics AX 2012
Clean up cost calculation details dialog in AX 2012

Where is this in Dynamics 365 for Finance and Supply Chain

This can be found in the same place as in AX 2012 and works functionally similar. The first option to clean up cross costing versions is new to D365 and is also a feature in feature management. This option will make it so all of the options selected for the cleanup operation are across all companies rather than just the company you are currently in. depending on your specific version and configuration, you may not see this option.

Clean up cost calculation details Dynamics 365 for Finance and Operations
Clean up cost calculation details dialog in Dynamics 365 for Finance and Operations

Looking for the other posts?

MSDyn365FO Pre-upgrade Cleaning, Part 1 – Load Adjustments

MSDyn365FO Pre-upgrade Cleaning, Part 2 – Inventory Journals

Want to learn about upgrades?

Dynamics 365 Finance Operations Upgrade

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