Purging and archiving Receivables transactions

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 Administration > Financials > Receivables > Utilities.
  2. On the Purge panel, select Transactions to purge historical transactions.
  3. Select a Company or Company Group, but not both.
  4. In the Transactions section, select one or more check boxes indicating the type of transactions to purge, for example, payments.
  5. Click Submit.
  6. To access purged records, see Configuring security roles for archive mode.
  7. Select Invoices, Invoice batch, Payments, Comments, GLRecords, and Payment Notice details, to access the purged records.