Connections
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Core extensions
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Electronic Data Interchange (EDI)
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Finance utilities
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Forex contract
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Insights for D365 FO
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Item creation wizard
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License manager
Product Lifecycle Management (PLM)
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Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
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  - Email processing
  - Electronic Reporting
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Solutions for DocuSign and Dynamics 365
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- Introduction
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- Setup
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  - Documents
  - Exceptions
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Cleanup profile

Setup Cleanup profile

Users can access the form by navigating to EDI > Setup > Cleanup profile.
The cleanup profile is used to automatically delete staging record/s.

Create a new Cleanup profile by:

Click New to create a new record.
In the Name field, enter the name of the Cleanup profile group
In the Description field, enter a description of the Cleanup profile group
In the Mappings fast tab, select Add to create a new record
Select the Staging to target status. Options:
- Not started
- Completed
- Error
- Cancelled
Specify the Age days. When the batch job is run, staging records older than this value will be deleted.

The configured Cleanup profiles can be used either in:

EDI shared parameters, and/or
Trading partner’s Options, and/or
Trading partner’s Incoming and Outgoing documents

Also required to setup a period task to run the cleanup via EDI > Periodic tasks > Cleanup documents.