Purging and archiving global ledger transaction history

Use this procedure to archive transactional history for General Ledger Journal Control, General Ledger Transaction, associated GL Transaction Detail and optionally General Ledger Total in the global ledger. The periods for the Year selected need to be set to Final Close and ensure that the Purge Cut Off Date in the finance enterprise group is specified. Ensure that the archive feature is enabled.

See the Setting up the archive feature.

Select Application Administration > Financials > Global Ledger > Utilities.
On the Others panel, select Purge > Global Ledger Transactional History.
Select the close configuration and the close year, and then specify this information:
Accounting Entity Option
Select the accounting entity option.
- Select Single to purge records for only one accounting entity.
- Select Group to purge records for an accounting entity group.
- Select All to purge records for all accounting entities.
Accounting Entity

If you selected an Accounting Entity Option of Single, then select the accounting entity.

Accounting Entity Group

If you selected an Accounting Entity Option of Group, then select the accounting entity group.

System Code Type
Select a system code type.
- Select User to purge records for only User code types.
- Select System to purge records for only System code types.
System Code Option
Select a system code option.
- Select Single to purge records for only a single system code.
- Select All to purge records for all system codes.
System Code

If you selected a System Code Option of Single, then select the system code.

Purge Global Ledger Total

Select this check box to purge the records in General Ledger Total. If this check box is cleared, then the total history for the global ledger is not purged.

Report Only

Select this check box to view a report of the records that are selected to be purged. If this check box is selected, then the purge process is not run.
Click Submit.
The results of the purge process are displayed on the Purge Global Ledger Transactional History Results page.