Purging data from global ledger transaction history archive

Use this procedure to purge archived transactional history for General Ledger Journal Control, General Ledger Transaction, associated GL Transaction Detail, and optionally General Ledger Total in the global ledger. Before you proceed, ensure that the Purge From Archive Cut Off Date in the finance enterprise group is specified. Ensure that the archive feature is enabled.

See Setting up the archive feature.

  1. Select Application Administration > Financials > Global Ledger > Utilities.
  2. On the Others panel, select Purge > Purge Archived GL Records.
  3. 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.
  4. Click Submit.
    The results of the purge process are displayed on the Purge Global Ledger Transactional History Results page.