Resource Capacity History - ShopCap Records more than 30 days in the past being deleted

Hi,

I think I’ve discovered an issue with the ‘Generate Shop Capacity’ process. I schedule this to run weekly, with ‘Number of Days’ set to 365, to generate capacity data for the next year.

Importantly, I leave ‘Delete Shop Caps?’ unticked, because I do not want it to delete existing/historical data.

However, I’ve discovered that the process is still deleting capacity records that are more than 30 days in the past. I’ve been able to prove this by checking the ShopCap table after I run the process each day.

Has anyone else encountered this? If yes, how are you resolving it?

We use this data in various dashboards to evaluate estimate vs actual capacity, review trends and forecast for the future.

I’m also concerned that data is being deleted regardless of what I select in the ‘Delete Shop Capacity?’ tickbox.

On further investigation of the ShopCap table, not all old capacity records are being deleted. For a handful of resources, they have capacity records dating back several months.

The plot thickens - I am not yet able to confirm why it is deleting historical capacity records for certain resources.

Hi, Did you ever figure this out? I also need to use this data going back further than 30 days and, like you, have found it is not consistent past 30 days ago (most appears to be gone).

Hi @svareschi,

Unfortunately, I raised a Support ticket and was told by Development that this is ‘by design’ :sleepy:

  1. The system deletes Shop Capacity more than 30 days in the past
  2. When the Global Scheduling process is run, the system adds back historical shop cap records that it needs (e.g. for late open jobs).

I’m told changing this will require submitting an idea/enhancement request… I ended up creating a solution which snapshots the existing ShopCap records on a regular basis, so we have the historical data.

In case it’s useful, I was also given this further explanation about running the ‘Generate Shop Capacity’ process:

Prior to SCR 165345 (IN Epicor Version E9) the Generate Shop Capacity process Deleted ALL the past information whether the delete shop caps checkbox was selected or not and it was decided to delete everything except for 30 days in the past.
I think there is a misconception of the Delete Shop Caps checkbox functionality. When you run the Generate shop capacity process you have to select the number of days in the future you want to system to process, lets say 365 and you will generate the shop cap for the next year. If you now run the process one more time but this time with 30 days, the system will override the information for the next 30 days and will keep the rest of the information unless you have the delete shop caps option selected, then the system will keep/regenerate the information for the next 60 days and delete the rest.
Before the fix, the system was deleting all the information in the future and all in the past and it was decided to keep 30 days worth of information in the past."

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Thank you for taking the time to reply. I also raised a development case and first was told they could not duplicate the issue. But I confirmed the behavior with them and they are back to “looking into it”. Based on your reply, I am sure I will get the same response you receive that this is “by design”. I will probably have to create a UD table to store the historical information, as I do need it as well.