Purging Invoices

Use this procedure to purge invoices for an activity, customer or invoice range. You are required to purge any related invoices before using Transaction Consolidation (AC310), Purge and Archive (AC311), or Activity Group Purge (AC300). You can only purge an invoice with a status of processed, deleted, or cancelled.

Caution: 
This program permanently deletes data when run in update mode. Before you run this program, back up your data according to your organization's procedures. Before you submit the report, carefully review the parameters.

To purge invoices

  1. Access Invoice Purge (BR300).
  2. On the Activity tab, use the following guidelines to enter field values:
    Activity Group List, Activity Group, Activities, or Activity list

    Select the activity group list, activity group, specific activities, or activity list for which you want to purge invoice records.

    Update

    Select Yes to purge the invoice records and generate a report of the purged records. In addition, an exception report will list all the invoices that are within the parameter values, but will not be purged. Exceptions include invoices that also include other contract activities, or incorrect status of an invoice for purging. Select No to only generate a report.

  3. On the Customer tab, use the following guidelines to enter field values:
    Company

    Type or select the company for the customer. The company can be an AR company or an AC Company. The combination of the company, customer, and contract is used to narrow the transactions to be purged.

    Customer

    Type or select the customer number you want to purge invoice records for. The customer can be an AR customer or an AC customer. The combination of company, customer, and contract is used to narrow the transactions to be purged.

    Contract

    Type or select the contract for the customer you want to purge invoice records for. The combination of the company, customer, and contract is used to narrow the transactions to be purged.

    User Name

    Type or select user name of user created the invoice.

  4. On the Other Options tab, use the following guidelines to enter field values:
    Invoice Range

    Type or select the prefix and invoice number beginning and ending date range of records to be purged.

    Date Range

    Type the beginning and ending invoice date range of the records to be purged.