Purging an activity group

Use this procedure to purge activity information. You can delete activity information for an activity group or activity group list. You can completely delete activities or zero out the balances based on your selection in the Purge Selection field. All activities associated with the activity group will also be purged, regardless of the status of the activity.

You can only purge an activity group with a Closed status. Change the status on the Main tab on Activity Group (AC00.1). See Changing the status of an activity.

Before you begin, you must run Invoice Purge (BR300) to purge all invoices for the activity or activity group before running AC300.

  1. On Activity Group Purge Status (AC00.3), define or change the purge status of the activity group. Use these guidelines to specify the field values:
    Activity Group

    Specify or select the activity group from which you want to delete information.

    Purge Status

    Select a status for the activity group. The status determines what is deleted from the activity group:

    • No Purge: No information is deleted

    • Balances Only: Only transactions and balances for the activities in the activity group are deleted

    • Complete: The entire activity group and its activities are deleted

    Note: Once you run Activity Group Purge (AC300) in update mode for an activity group or activity group list, you cannot recover that data.

    Consider moving activities you want to purge to a dummy activity group using AC10.5 and then delete the dummy group using AC300.

  2. Run Activity Group Purge (AC300) to purge activity group information. Use these guidelines to specify the field values:
    Purge Selection

    Select the activity group information you want to purge:

    • Balances Only: only purges the balances

    • Complete Purge: purges the activity group data including related activities

      The activity group purge status you select here must match the purge status you selected for the activity group in Activity Group Purge Status (AC00.3).

    Activity Group

    Select an activity group you want to purge. If you select an activity group, then leave the Activity Group List field blank.

    Activity Group List

    Select the activity group list you want to purge. If you select an activity group list, then leave the activity group field blank.

    Activity Audits

    Select whether to purge activity audit records (ACHISTORY). The default setting is No.

    The activity audits parameter only applies when the Purge Selection field is set to Complete Purge.

    If you select Yes, then the activity audit records are deleted. If you select No, then you can delete the activity audit records using AC Audit Analysis Purge (AC305).

    Budgets

    Select whether to purge budgets.

    Note: If Purge Selection is set to C (Complete), then leave the Budgets field blank.
    Update

    Select whether to run this program in Update mode to purge and report, or to only create a report.

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