Overview
Purge Cost Transactions is an optional process to delete Cost Transactions (rstk__sytxncst__c) and Cost Transaction Journals (rstk__gljeh__c and rstk__gljed__c) prior to a user specified cutoff date. The selected cutoff date is compared to the Accounting Date of the Rootstock Cost Transaction and Cost Transaction Journal records, to determine which records to delete.
This is not an archive but rather a delete of the selected data. If the Rootstock Cost Transaction/Cost Transaction Journals records are needed for review, for any process in your organization (audits and/or historical research, for example), then the purge process is not recommended.
NOTE There is currently no method of data restoration available once this purge has been performed.
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 Rootstock Cost Transaction accounting date to determine which records are to be purged.
NOTE The Purge Thru Accounting Date must be less than or equal to TODAY.
Purge Cost Transactions: If checked, the Rootstock Cost Transactions through the selected accounting date are purged
Purge Cost Transaction Journals: If checked, the Cost Transaction Journals through the selected accounting date are purged
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. 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
Purchase Order Purge
Work Order Purge
Purge System Transactions
Purge Financial Transactions
Schedule Purging Processes
