Invoice Purge

The purging of billing invoices is based on the Purge Cutoff date set at the Financial Enterprise Group.

Invoices with projects entered can be purged if the Allow Purge checkbox is marked in the Project Status setup.

Invoices that originate from shipment and return sources are not purged using the billing invoice purge process. To purge billing invoices from shipment, you must perform the Order Entry History Purge. To purge billing invoices from the return source, you must perform the Order Entry Returns Purge.

Use these purge processes to remove data, move purged data to archive tables instead of permanently deleting it, and permanently delete data from archive storage when it is no longer needed.

Purging billing invoices

Use this procedure to purge and move data into archive table of the billing invoices that have been processed up to the purge cutoff date set in Finance Enterprise Group.

Select Billing > Administration > Utilities > Purge > Invoice.
Select a Company.
Specify the purge option:
- Report Only – Shows the count of billing invoices that are eligible for purge for the company. Does not purge or archive data.
- Purge Records – Moves the eligible billing invoices into the archive storage and purges them.
Click Submit.

Purging billing invoices for all companies

Use this procedure to purge data and move it to the archive table for billing invoices for all companies under a selected Finance Enterprise Group. Billing invoices with an invoice date up to the Cutoff date that is set in the Finance Enterprise Group are processed.

Select Billing > Administration > Utilities > Purge > Invoice Purge For All Companies.
Select a Company.
Specify the purge option:
- Report Only – Shows the count of billing invoices that are eligible for purge for all the companies. Does not purge or archive data.
- Purge Records – Moves the eligible billing invoices into the archive storage and purges them.
Click Submit.

Purging billing invoices from archive

Use this procedure to purge data from the archive table of the billing invoices. Billing invoices up to the Purge from archive cut off date date set in Finance Enterprise Group are eligible for purging.

Select Billing > Administration > Utilities > Purge > Invoice Purge From Archive.
Select a Company.
Specify the purge option:
- Report Only – Shows the count of billing invoices that are eligible for purge for the company. Does not purge the archived data.
- Purge Records – Permanently purges the eligible billing invoices from the archive storage.
Click Submit.

Purging billing invoices from archive for all companies

Use this procedure to purge data from the archive table of the billing invoices for all companies under a selected Finance Enterprise Group. Billing invoices with an invoice date up to the date specified in the Purge from archive cut off date field of the Finance Enterprise Group are considered for processing.

Select Billing > Administration > Utilities > Purge > Invoice Purge From Archive For All Companies.
Select a Company.
Specify the purge option:
- Report Only – Shows the count of billing invoices that are eligible for purge for all the companies. Does not purge the archived data.
- Purge Records – Permanently purges the eligible billing invoices from the archive storage.
Click Submit.