Purging Invoices and Payments

Purge invoice and payment records for COBRA participants and retirees.

Print invoices and update to the general ledger before purging. Apply and release payments before purging.

Caution: 
Purging records permanently removes them from the database. You cannot retrieve purged information. It is strongly recommended that you back up data, following your organization's MIS procedures, before running any purge programs.

To purge invoices and payments

  1. Access Invoice and Payment Purge (BN480).
  2. In the parameter section, use the following guidelines to enter field values:.
    Through Date

    Type a date to purge invoices and payments with dates equal to or before this date. This is a required field.

    Update

    Select the action you want to perform. This is a required field. If you select Report Only, the report lists, but does not purge the invoices or payment. If you select Update, the report lists and purges the invoices or payments that you select for purging.

    It is recommended that you select Report Only to view the report before selecting Update

  3. Select the Add form function.
  4. Submit the report.