Purging and archiving sales purge for a company

Before you proceed, 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.

  1. Select Application Administrator > Financials > Franchise Billing.
  2. On the Purge panel, click Sales to purge closed sales.
    Click Sales Purge For All Companies to purge for all companies.
  3. Specify this information:
    Company
    Specify the company that you want to purge and archive.

    After selecting the company, the Cut Off Date field displays the date specified in the Purge Cut Off Date of the FEG.

    Purge Option
    By default, Purge Option is set to Report Only. When you submit the job, the system generates a notification showing the number of closed sales eligible for purge on and before the cut-off date for the company. No closed sales are purged in Report Only mode.

    To delete closed sales data, set Purge Option to Purge Records. This purges all eligible closed sales for the company. After completion, the system generates a notification with the number of closed sales purged for the company.

  4. Click Submit.
    To access purged records, see View and restore the archived data.