Clear Financial Transactions Past a certain date
Submitted by Guest on Wed, 29/06/2016 - 11:47
Hi,
Is it possible to clear and archive older financial information from openvpms that is several years old?
Cheers,
Karen
Re: Clear Financial Transactions Past a certain date
Karen - the short answer is no - there is no built in mechanism for doing this.
Of course, using SQL scripts, anything is in possible. However, there are a number of questions to consider:
A) Why do you want to do this? In general having lots of history is not a problem (my son's system has transactions going back to 2002). If it is 'want to make the database smaller', then almost certainly, there is far more space occupied by images than invoices. If it is 'think things would go faster if I purged the old stuff' then the first step is to look at tuning the system - specifically the amount of memory given to MySQL. [Note that even if you give MySQL lots of memory, this will not be used to hold old transactions - because stuff is bought into memory only when you access it - and you normally do not look at the old stuff.]
B) clearing financial transactions without affecting the medical history is not straight forward (because some invoice line items are part of the medical history)
C) What form would the 'archive' take and how would one access it if/when needed?
So - what is the underlying problem?
Regards, Tim G