Overview
Purge System Transactions is an optional process to select/delete a number of record types used for automated processing in Rootstock, as well as any of their child records, prior to a user specified cutoff date. All the record types covered in the Purge System Transactions process are temporary processing records created/processed by Rootstock, either from API connections or by Rootstock Lightning applications, and are not used by Rootstock after processing of the record is attempted. The record is either flagged as successful, or is flagged as failed, with appropriate error messaging. Once the processing has been attempted these records are not used by Rootstock, other than if a user manually updates them to attempt processing again (setting them to a ready, or equivalent, status). From a Rootstock perspective, these records can all be purged at user discretion.
SYDATA (rstk__sydata__c object)
SYDATAT (rstk__sydatat__c object)
SOAPI (rstk__soapi__c object)
POLOADER (rstk__poloader__c object)
Process Log (rstk__processlog__c object)
Labor Booking (rstk__process_oplab__c object)
SYRESULT (rstk__syresult__c object)
PLM Import Session (rstk__plmimport__c object)
PO Print (rstk__poprinthdr__c object)
Sales Order Print (rstk__fsoackh__c object)
Sales Invoice Print (rstk__fsoinvh__c object)
Picklist (rstk__fsopickh__c, rstk__sopickh__c, and rstk__icdmdpickloc__c objects)
NOTE There is currently no method of data restoration available once this purge has been performed. This is not an archive but rather a delete of the selected data. If any of the listed detail 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.
Application
Periodic use, as needed, to reduce data storage requirements in your Salesforce Org, using parameters as noted below.
Navigation
Purge System Transactions
Fields
Purge Thru Date: This is required and compared to the 'Last Modified Date' field value for the SYDATA, SYDATAT, SOAPI, POLOADER, PLM Import records, and the 'Created Date' field value for the Process Log, Labor Booking, SYRESULT, SYRESULTD, PO Print, Sales Order Print, Sales Invoice Print, Picklist records.
Purge Transaction Object Data: If checked, the System Data Transaction (SYDATA) records, System Data Transaction Detail (SYDATAD), and the System Data Transfer (SYDATAT - used for inventory transfers) records, through the selected date are purged.
Purge Sales Order Upload Data: If checked, the Sales Order API (SOAPI) records through the selected date are purged.
Purge Purchase Order Upload Data: If checked, the POLOADER records through the selected date are purged.
Purge Process Logs: If checked, the Process Log (rstk__processlog__c) records through the selected date are purged.
Purge Labor Booking: If checked, the Process Labor Booking (rstk__process_oplab__c, rstk__taclockon__c, rstk__taclockoff__c, rstk__icclocktxn__c, rstk__icclockdtl__c) records through the selected date are purged.
NOTE If an Employee Clock Transaction is associated with an open Work Order, it will not be purged.
Purge Processing Results: If checked, the Processing Results (rstk__syresult__c) and associated Processing Result Details (rstk__syresultd__c) records through the selected date are purged.
Purge PLM Import Data: If checked, the PLM Import records (rstk__plmimport__c and associated rstk__plmitem__c, rstk__plmbom__c, and rstk__plmappmfg__c) records through the selected date are purged.
Purge PO Print Data: If checked, the PO Print records (rstk__poprinthdr__c and associated rstk__poprintline__c) record are purged through the selected date.
Purge Sales Order Print Data: If checked, the Sales Order Print records (FSOACKH, FSOACKD, FSOACKSCHED, FSOACKCOMP) records through the selected date are purged.
Purge Sales Invoice Print Data: If checked, the Sales Invoice Print records (rstk__fsoinvh__c and associated rstk__fsoinvline, rstk__fsoinvdtl__c) records through the selected date are purged.
Purge Picklist Data: If checked, the Picklist records (rstk__icdmdpickloc__c, rstk__fsopickh__c, rstk__sopickh__c and associated rstk__sopickd__c) records through the selected date are purged.
Purge Planned Transfer: If checked, Processed Planned Location Transfers (rstk__ictransreq__c) records where the status value = ‘Processed’, through the selected date are purged.
Ignore Status (SYDATA, SYDATAT, SOAPI, POLOADER, PLMIMPORT): If checked, the user-selected SYDATA, SYDATAT, SOAPI, POLOADER, PLMIMPORT transaction records through the selected date are purged, irrespective of status, When unchecked, only the successfully processed records are purged.
Button
Purge: Click on this Button to purge the selected records.
NOTE Rootstock advises considering exporting key records to CSV (or other file formats) to preserve historical data before running this purging process.
SEE ALSO
Sales Order Purge
Purchase Order Purge
Work Order Purge
Purge Cost Transactions
Purge Financial Transactions
Schedule Purging Processes
