Company: Link Technologies
Case No: L12943. Project: 15.00: LinkSOFT Version 15.00
Logged By: Sanjay (Link Technologies) on 30 Aug 2023 10:30AM
Priority: Low
Product: Point of Sale
Group: New Feature
Time Taken: 41.00 (Weight: 50.00)
Assigned To: Sanjay (Link Technologies)
Circulation: Sanjay, Vineet
Resolve By: Thursday, 28 September 2023 09:15 AM [449 days since logged date]
Status: Closed
Subject: Archive data for Transactions - Keep the last 5 years. Needs 36 and 40 to be completed
Summary:    

Customer production has the following issues:

  1. Large volume of transactions data causing performance issues when clients do not want to invest in DBA Performance Tuning

The above needs to be corrected using the following steps:

  1. Review and archive transactions
Audit Notes:Edited by sanjay on 29/09/23 14:24. Edited by sanjay on 29/09/23 14:23. Edited by sanjay on 22/09/23 16:21. Edited by sanjay on 11/09/23 16:16. Edited by sanjay on 30/08/23 10:30. Edited by sanjay on 30/08/23 10:24. Edited by sanjay on 30/08/23 10:23. 
30 Aug 202310:24AM Comment 1 by Sanjay (Link Technologies) ETC was changed from 30/08/2023 to 19/09/2023
30 Aug 202310:27AM Comment 2 by Sanjay (Link Technologies) Case L12943 added to project 15.00
11 Sep 202304:23PM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 14-09-2023 04:16 PM Time Taken: 24.00
PART A - Development work for this case has been completed.

1. The change will be available in versions: 15.00 and Patch 14.90.230911

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Added an Archive Transaction Option in process SYS004 - Archive Sales Order Transactions. When enabled, you can choose the number of days to keep "Completed/Closed" transactions.
  2. Transactions archived are NOT Deleted, they are moved into Archive Tables.
  3. The Archives can be accessed using Views and Data Views
  4. The following conditions apply:
    1. Archive days cannot be in the current period, therefore you need to choose a value > 31. 
    2. You cannot archive transactions in a period where Valuation is "Incomplete".
    3. Only POS transactions that have a Zero Balance will be archived.
    4. Once the archive is completed, a Log Entry will show the parameters used to perform the archive

3. Affected Areas:

  1. SYS004 - Purge and Archive Data Processing

4. The issue was caused by:

  1. Archive data improvements for clients with large volumes of data

5. Other Relevant Notes: 
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


PART B - Development Reference (Place descriptor for objects changed): The following areas are archived:

  1. POS Order
  2. POS Order Details
  3. POS Order Tax
  4. POS Order Items
  5. POS Order Kit Items and Lot/Bin tracked
  6. POS Order Class Items

18 Sep 202309:17AM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-09-2023 09:15 AM Time Taken: 1.00 Notes: Edited by sanjay on 20/09/23 09:17. ETC extended from: 19/09/2023 to 28/09/2023
Hi Vineet, please verify this at OTGL so we can close this case.

20 Sep 202304:18PM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-09-2023 04:16 PM Time Taken: 4.00

Changed the Process (SYS004) to run under the user account "LinkRecplication" so that it does not feed the Purge Data into the Replication Queue.

this update is available in the patch "LinkSOFT_14.90.230920"


22 Sep 202304:09PM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-09-2023 03:48 PM Time Taken: 12.00
The following tests were performed:

Test Setup Instructions:
  1. Enable process SYS004
  2. Set "Process Rule" "SalesOrderArchive.CutOffDays" = 264
  3. Enable Rule "SYS004.SalesOrderArchive.Enable"
Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Review results of Process SYS004
All POS Orders older than 264 days that have a balance of 0 should be archived. (264 days from today is "01/01/2023")
Pass

2Set "Process Rule" "SalesOrderArchive.CutOffDays" = 205
All POS Orders older than 205 days that have a balance of 0 should be archived. (205 days from today is "01/03/2023")
Pass

3Set "Process Rule" "SalesOrderArchive.CutOffDays" = 144
All POS Orders older than 144 days that have a balance of 0 should be archived. (144 days from today is "01/05/2023")
Pass

Environment Details

  1. OS version: Win11
  2. Application version: 15.00
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12943 in the subject line of all emails regarding this issue.

Document size: 12.2 KB
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