Purging requisitions information

When you have requisitions that are no longer needed, you should purge them from the application. This procedure outlines how to purge requisitions.

Purge requisitions

  1. Access Requisition Purge (RQ300).
  2. Select a set of requisitions to purge.
  3. Specify this information:
    Company

    Select the requesting company.

    Archive Records

    Select Yes to create a CSV file of the purged records and purge those records.

    Select No to prevent RQ300 from creating a CSV file of the purged records.

    The default is Yes.

    Purge Requisitions

    Select Yes to purge closed requisitions. Select No to not purge closed requisitions.

    Creation Date Cutoff

    Select the date the line was added to the requisition.

    Purge Transactions

    Select Yes to purge requisition history transactions created by the Requisition application.

    Select No to cause nothing to be purged.

    The default is Yes.

    Trans Date Cutoff

    Specify a transaction date.

    If you run the Requisition Purge program, data are purged regardless of whether you select to archive the records or not.

  4. Add the job.
  5. Submit the job.

    Requisitions that have been fully received, invoiced, and have all items picked and shipped are available to be purged. All transactions that meet these criteria and that have a date of the Trans Date Cutoff or an earlier transaction date are purged.