PURGE ALLOCATION BASIS JOURNAL HISTORY

Use this screen to purge the Allocation Basis Journal History table. This table stores historical data when you post the Pool Journal, and is used for the Import feature for manual service centers.

Use this screen after using the Import feature in the Maintain Allocation Journal screen (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting).

If you purge the ALLOC_BASIS_JNL_HS table, you cannot to use the Import feature in the Maintain Allocation Journal screen. The Import feature is available for manual service center pools only and pulls the historical data from the ALLOC_BASIS_JNL_HS table. 

Allocation Group

Use this group box to select the allocation group that you would like to purge.

Number

Use the drop-down list to select an allocation group number to be purged. The default value is 1, which represents your primary allocation group.

Description

This non-editable field displays the allocation group description based on the number selected in the Number field.

Select Pool

Use this group box to select the pools that you would like to purge. 

Range Option

Use this drop-down list to select the range of pools to include in the purge. 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 pool number for the range you want to purge. If you select All or From Beginning in the Range Option field, this file will be inactive.

To

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

Select Subperiods

Use this group box to select the periods that you would like to purge.

Range Option

Use this drop-down list to select the range of subperiods to include in the purge. 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 select All or From Beginning in the Range Option field, this field 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 select All or From Beginning in the Range Option field, this field 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 select All or From Beginning in the Range Option field, this field 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 select All, One, or To End in the Range Option field, this field 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 select All, One, or To End in the Range Option field, this field will be inactive.

Process

Use this icon on the toolbar to begin the purge.

Source Table

ALLOC_BASIS_JNL_HS