Overview
Purge Cost Transactions is an optional process to delete Cost Transactions and Cost Transaction Journals. Records will NOT be archived; rather, the selected data will be permanently deleted.
Use Case
Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below. Care should be taken to ensure that the selected records are no longer needed for any processes, queries, or reports.
Navigation
Purge Cost Transactions.
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 Manufacturing User record of the user.
Purge Thru Accounting Date: This is required and is compared to the Cost Transaction accounting date to determine which records are to be purged.
Purge Cost Transactions: If checked, the Inventory Cost Transactions through the selected accounting date are purged (SYTXNCST)
Purge Cost Transaction Journals: If checked, the Cost Transaction Journals through the selected accounting date are purged (GLJEH and GLJED)
Purge Button: Select the Purge Button to purge the selected records.
NOTE Rootstock advises that consideration be given to exporting key records to CSV (or other file format), to preserve historical data, before running this purge process.
SEE ALSO
Sales Order Purge
Purchase Order Purge
Work Order Purge
Purge System Transactions
Purge Financial Transactions
Schedule Purging Processes
