Purging and archiving activity transactions

  1. Run Purge and Archive (AC311).
    Note:  Purge and Archive can only enable archiving if the files were flagged on AC00.4 to enable archive. If the file is not marked for archive, no archive function is performed for that file regardless of job parameters.
  2. On the Activity tab, specify this information:
    Activity Group List

    Select a list of activity groups to purge and archive. If you make a selection here, then leave the Activity Group, Activities, and Activity List fields blank. You can define a list of activity groups on List (MX10.1).

    Activity Group

    To purge and archive all activities in an activity group, select an activity group. If you make a selection here, then leave the Activity Group List, Activity, and Activity List fields blank.

    Activities

    Select up to six activities to purge and archive. If you make a selection here, then leave the Activity Group List fields blank.

    Activity List

    Select a list of activities to purge and archive. If you make a selection here, then leave the Activity Group List, Activity Group, and Activities fields blank. You can define a list of activities on List (MX10.1).

    Update

    Select whether to run this program in update or report mode only:

    • Select Yes to consolidate and report.

    • Select No to produce a report only.

    Print Detail

    Select whether to print Detail or Summary transaction information.

  3. On the Transactions tab, specify this information.
    Action

    Select whether you can purge, archive, or both purge and archive transaction data.

  4. On the Budgets tab, specify the action that the budget data will take. Specify this information:
    Action

    Select if you can purge, archive, or both purge and archive budget data.

    Type

    Select the type of budget to purge or archive. Options are life only, annual, or both.

    Level

    Select the level of the budget data you want to purge or archive. Options are activity group, activity, or both.

    Budget Number

    Select the budget number to purge or archive.