Purging Invoice History

To purge the invoice history:

  1. Open the Purge Invoice History form.
  2. In the Ending Invoice field, select the last invoice whose associated history information you want to delete.
  3. In the Ending Invoice Date field, select the date of the last invoice you want to delete.
  4. To delete only transaction list items and not their associated header information, select the Delete Line Items Only check box.
  5. Select the source of the transactions you want to delete: Order Entry, A/R or Both.
  6. Click Process.
Caution: 
Running this utility may impact the use of invoice sequencing by adding gaps to invoice series. Run this utility after deleting an invoice/credit memo/debit memo sequence. (Deleting a sequence automatically voids any unused numbers in the sequence.)
Note: 
  • You must use the Activate/Deactivate Posted Transactions - A/R utility to deactivate A/R posted transactions before purging.
  • Purging the invoice history does not remove the invoice and payment from the A/R Posted Transactions Detail form. In order to do that, you must run the Delete A/R Posted Transactions utility before purging the invoices.
Related topics