Purchase Order Purge

Overview

Purchase Order Purge is an optional process to delete Purchase Order records. This is not an archive but rather a delete of the selected data.

  NOTE  There is currently no method of data restoration available once this purge has been performed.

Application

Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below.

Navigation

Purge Purchase Orders

Fields
 

Division:  The division from which selected data will be purged. This is the current division of the user and can be changed via the Quick Menu tab or the current tab on the user's Manufacturing User record.

Cutoff Date:  This is required and is compared to the 'Close Date' of Purchase Order Header records. Any Purchase Orders closed on or before this date are purge candidates.

  NOTE  Cutoff Date must be less than or equal to TODAY.

'Purge Purchase Orders' Button:  Click on the 'Purge Purchase Orders' button to purge closed Purchase Orders and all subordinate data for records selected based on the Cutoff date.

The following records will be purged as part of the purge operation,
 

• Purchase Order Header (pohdr__c object)

• PO Approval (poapproval__c object)

• PO Header Addresses (pohdraddr__c object)

• PO Header Revisions (pohdrrev__c object)

• PO Print Header (poprinthdr__c object)

• PO Vendor Revision (povendrev__c object)

• PO-AP Match Invoice Line (ttapline__c object)

• PO-AP Match Invoice (ttaphdr__c object)

• Pick List (icdmdpickloc__c object)

• PO Receipt Transaction (porcptap__c object)

• PO Receipt Cost (porcptcst__c object)

• Inventory Requisitions (icreq__c object)

• Indirect Requisition (syreqind__c object)

• Purchase Requisition (poreq__c object)

• PO Receipt Operation Txns (porlocdtl__c object)
   

• PO Line (poline__c object)

• PO Cost (pocst__c object)

• PO Component Demand (podmd__c object)

• PO Line Addresses (polineaddr__c object)

• PO Line Revisions (polinerev__c object)

• Requirements (icixr__c object)

• PO Line Approved Manufacturer (polinemfr__c object)

• PO Loader (poloader__c object)

• PO Receipt Serial (porcptsrl__c object)

• PO Receipt Operation Txns (porlocdtl__c object)

• Inbound Shipment Container Contents SupR (poshipcontdtl__c object)

• Inbound Shipment Container Contents (ibshipcontdtl__c object)

  NOTE  A Purchase Order will be skipped during the purge operation if any of its associated Payable Invoices are not completed or canceled and 'Export Needed' is true.

  NOTE  Rootstock advises that consideration be given to exporting all data (all fields) in the objects noted above to CSV (or other desired file format) to preserve historical data before running this purging process. If an export is performed, it is also strongly suggested that all objects listed be exported, including all fields on each object.

SEE ALSO
 

Sales Order Purge
Work Order Purge
Purge Cost Transactions
Purge System Transactions 
Purge Financial Transactions
Schedule Purging Processes