Purging and archiving imported GLTransactionDetail

Because the purge cut off date is not used for this process, use this procedure to provide the date range.

Ensure that the archive feature is enabled. See the Setting up the archive feature.

  1. Select Application Administration > Financials > Global Ledger > Utilities > Others.
  2. Click Purge. On the Purge panel, click Interfaced Transaction Detail to purge historical transactions that were interfaced from a non-Infor source. You cannot purge transactions that originated in an Infor solution, and you cannot purge transactions that are not in a History status.
  3. Select an Accounting Entity (Single) or Accounting Entity Group, but not both. If you select Accounting Entity Group, then one job is created in async for each accounting entity in the selected group.
  4. Specify a date range.
  5. To purge project-related GLTransactionDetail records, select the Include Project Records In Purge check box.
  6. Provide search criteria such as accounting entity or status.
  7. See Configuring security roles for archive mode.