Purging requisitions

You can purge requisitions that you are no longer required to keep.

  1. Supply Management > Requisition Processing > Requisition Processing Actions > Requisition Purge.
  2. Select a set of requisitions to purge.
  3. Specify this information:
    Company
    Select the requesting company.
    Archive Records
    Select Yes to create a CSV file of the purged records and purge those records.

    Select No to prevent the creation of a CSV file of the purged records.

    Purge Requisitions
    Select Yes to purge closed requisitions.
    Creation Date Cutoff
    Select the date the line was added to the requisition.
    Purge Transactions
    Select Yes to purge requisition history transactions that are created by Requisitions.
    Trans Date Cutoff
    Specify a transaction date.

    If you run the Requisition Purge, then data is purged regardless of whether you choose to archive the records.

    Requisitions that have been fully received, invoiced, and have all items picked and shipped are available to be purged. All transactions that meet these criteria and that have a date of the Trans Date Cutoff or an earlier transaction date are purged.

  4. Click OK to process this action now or click Schedule to schedule the process to run later.