PURGE OPEN BILLING DETAIL

Use this screen to purge records from the Maintain Open Billing Detail table. The Calculate Billings screen (Projects » Billing » Calculate Billings) does not include fully written-off transactions in the calculation process; therefore, when you post standard bills, the records are neither deleted from Open Billing Detail nor moved to the Closed Billing Detail table. You can use this screen to delete records that have no amount, hours, or units to bill, and to delete all records for the selected fiscal year, period, subperiod, project, and account. This may be helpful if the Update Open Billing Detail process has been run by mistake.

The purged transactions will not be retained in the Maintain Closed Billing Detail table for future audits.

Use this screen after posting transactions to Open Billing Detail.

Select Project

Use this group box to select the project(s) to purge.

Range Option

Use this drop-down list to select the range of projects to be purged from Open Billing Detail. Valid options are:

All
One
Range
From Beginning
To End

The default for this field is All.

From

Enter, or use to select, the starting project for the range you want to purge. If you selected All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending project for the range you want to purge. If you selected All, One, or To End in the Range Option field, this field will be inactive.

Select Account

Use this group box to select the account(s) to be purged.

Range Option

Use this drop-down list to select the range of accounts to be purged from Open Billing Detail. Valid options are:

All
One
Range
From Beginning
To End

The default for this field is All.

From

Enter, or use to select, the starting account for the range that you want to purge. If you selected All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending account for the range that you want to purge. If you selected All, One, or To End in the Range Option field, this field will be inactive.

Select Subperiods

Use this group box to select the subperiod(s) to be purged.

Range Option

Use this drop-down list to select the range of periods to be purged from Open Billing Detail. Valid options are:

All
One
Range
From Beginning
To End

The default for this field is All.

Starting Fiscal Year

Enter, or use the drop-down list to select, the starting fiscal year for the range you want to purge. If you selected All or From Beginning in the Range Option field, these fields will be inactive.

Starting Period

Enter, or use the drop-down list to select, the starting period for the range you want to purge. If you selected All or From Beginning in the Range Option field, these fields will be inactive.

Starting Subperiod

Enter, or use the drop-down list to select, the starting subperiod for the range you want to purge. If you selected All or From Beginning in the Range Option field, these fields will be inactive.

Ending Period

Enter, or use the drop-down list to select, the ending period for the range you want to purge. If you selected All, One, or To End in the Range Option field, these fields will be inactive.

Ending Subperiod

Enter, or use the drop-down list to select, the ending subperiod for the range you want to purge. If you selected All, One, or To End in the Range Option field, these fields will be inactive.

Select

Use this group box delete only transactions that have been fully written off.

Fully Written Off Transactions Only

Select this check box to delete the records from the Maintain Open Billing Detail table that have been fully written off; all other records will still reside in Open Billing Detail. If you do not select this check box, all transactions for the selected project, account, and period range will be deleted, including any amounts and/or hours on hold. This check box is selected by default.

Process

Click this icon on the toolbar to begin the purge process.

Table Updated

OPEN_BILLING_DETL