Overview
Purge Financial Transactions is an optional process to delete Financial Transaction records. This is NOT an archive but rather a deletion of the selected data.
NOTE The current version only supports the purging of VAT Transactions.
Application
Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below.
Navigation
Purge Financial Transactions.
Fields
Current Financial Company: The Financial Company from which selected data will be purged. This Financial Company can be changed via the Quick Access Menu slide on the upper right of this page.
Purge Thru Date: This is required and compared to the 'Transaction Date' field value for the VAT Transaction records. VAT Transactions created on or before this date are purge candidates.
Purge VAT Transactions: If checked, the VAT Transaction records through the selected date are purged.
Button
Purge: Click on this Button to purge the selected records.
NOTE Rootstock advises that consideration be given to exporting key records to CSV (or other file formats) to preserve historical data before running this purging process.
SEE ALSO
Purge Cost Transactions
Purge System Transactions
Work Order Purge
Sales Order Purge
Purchase Order Purge
Schedule Purging Processes
