Purging budget files

Purge past, current, or future budget information. Only one type of budget record is purged at a time. If you want to purge more than one type of record, run the purge report more than one time, selecting the different record type each time.

Caution:

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

To purge budget files

Access Budget Purge (PA371).
In the Parameters section, use the following guidelines to enter field values:

Effective Date

Type the beginning and ending effective date for the budget records you want to purge. If you type only a beginning effective date, all budget records with an effective date on or after the beginning effective date are purged. This is a required field.

Record Type

Select the type of budget record you want to purge. This is a required field.

Only one type of record is purged at a time. To purge more than one type of record, purge the records separately.

Update

Select whether to perform the update. It is recommended that you select Report Only to view the report before selecting Update.
Select the Add form function.
Submit the report.