Purging and archiving lease records

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 > Leases > Utilities.
  2. On the Leases panel, click Purge Leases to purge unreleased, closed, terminated, or deactivated leases.
    To purge leases for all companies, select Purge Lease History For All Companies.
  3. Specify this information to filter the records that are purged:
    Action Option
    Select Purge Records.
    Company
    Specify a company.
    Purge Cut Off
    If the purge cut off date is not displayed, the Update Purge Cut Off Date action must be run.
    Lease
    Optionally, select a lease record.
  4. Click Submit.
    To access purged records, see View and restore the archived data.

    Select your Lease dashboard to access the purged records.