To purge historical transactions

  1. Access Transaction Purge (AR300).
  2. Select the company and whether you want to copy the deleted records to disk.
  3. You can delete records in two ways. or

    Example

    Payment P123 is applied to invoice IN987. Both transactions are linked via the application record. When AR300 is run for the invoices, and assuming IN987 passes all criteria for purging, the program will see that P123 is linked to invoice IN987 via an application record. It will then check to see whether P123 is still in the system. If it is, IN987 will purge, but the application record will not. When P123 passes criteria for purge, it will see that it is linked to IN987 via an application record. The program will check to see whether IN987 is in the system. It will see that it is not, and will purge the application record along with P123. The same works in reverse. If the payment is purged first, the application remains if the invoice is still in the system and then will be purged along with the invoice.

    • By specific types of transaction using the information on the Transaction tab.

    –or–

    • By specific types of transactions via customer attributes using the information on the Customer tab.

    The report creates a listing of deleted records for each report option you select. The output file contains the information included on each listing. To be eligible for deletion:

    • invoices and debit memos must be permanently historical.

    • all applications associated with the invoice or debit memo must be associated with a permanently historical payment or credit memo.