Compress Warehouse Entries

The Warehouse Entry Compression process removes all Warehouse Entries for all Warehouses dated on or before a specified As Of Date and replaces them with summarized entries grouped by Bin Content.

This reduces Salesforce data volume and improves overall database performance.

Recommendation:
Retain no more than one year of Warehouse Entries in the production environment.

Important Notice

• This process is irreversible.
• Processing time may be significant, depending on data volume.
• The compression routine does not impact any As Of Now inventory reports.
• Historical reporting on deleted Warehouse Entries will no longer be available after compression.
• Follow the complete pre-compression checklist before proceeding.

Pre-Compression Checklist

1. Prevent New Postings During Compression

To ensure no new transactions are created while compression is in progress:

A. Restrict Company-wide Posting

• In Company Setup, set Allowed Posting From to a date later than Allowed Posting To.
  This blocks all new postings at the company level.

B. Override User Posting Permissions

• In User Setup, clear both Allowed Posting From and Allowed Posting To.
  This prevents users from overriding the company posting rules.

C. Record the last Warehouse Entry No.

• This provides the cutoff reference point for post-compression validation.

2. Pause Scheduled Jobs

Compression is resource-intensive.

• Temporarily pause all scheduled jobs that could generate new ledger entries or modify warehouse data.

3. Back Up Historical Records

Before running compression, preserve historical data:

• Perform a full system backup, or

• Manually export key tables:

  • Warehouse Entry

  • Bin Content

Compression Steps

Step 1: Define the Compression Date

Go to Demand Planning Setup and set the:

• Compression As Of Date

Important Notes

• You cannot unpost any transactions dated on or before the As Of Date after compression.

• If you also plan to compress:

  • GL Entries

  • Item Ledger Entries
    Use the same As Of Date for all compression routines.

Step 2: Run the Compression Routine

Navigate to:

Administration → Compress Warehouse Entries

Then run the routine.

Step 2.1: Lock Quantities

GoldFinch copies the current Quantity from each Bin Content record into:

• Compression Original Qty

This stores the pre-compression quantity snapshot.

Step 2.2: Compress Entries As Of Date

The system performs two actions:

Delete Historical Entries

• Deletes all Warehouse Entries dated on or before the As Of Date.

Create Variance Warehouse Entries

For each Bin Content record:

• The system compares Compression Original Qty vs. Quantity

• If they differ, the system creates a new Warehouse Entry for the variance

This ensures Bin Content quantities remain accurate post-compression.

Post-Compression Validation

• Go to xCompression Entry Required list view under Bin Content

• Ensure no records are listed
  → This confirms all quantities are correct and in sync.

Restore Normal Operations

• Re-enable all scheduled jobs

• Reset Allowed Posting From / To to resume normal posting activity

Article Compress-Warehouse-Entries  ·  Last updated February 05, 2026 · GoldFinch ERP Help Center