Contents of the Purge Bank Transaction History Screen

Use the fields and options to configure the Purge Bank Transaction History screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

In this block, select the bank and the time periods for which you want to purge bank transaction history records.

Field	Description
Bank Abbreviation	Enter the bank abbreviation of the bank transaction history records that you want to purge or click to select an abbreviation. The bank abbreviation descriptions displays in the field to the right.

Fiscal Year

Field	Description
Options	This field displays One to indicate that you can select only one fiscal year for the purge process.
Start	Enter the fiscal year of the bank transactions that you want to purge, or click to select a fiscal year.

Period

Field	Description
Options	From the drop-down list, select the type of range to use to select the bank transactions you want to purge. The options are: All: Select this option to include all periods in the purge. The Start and End fields are disabled for this option. One: Select this option to include only one period in the purge. Enter the period in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of periods in the purge. Enter the beginning period in the Start field and the ending period in the End field. From Beginning: Select this option to include a range that starts from the beginning of all available periods and ends with the period that you enter in the End field. The Start field is disabled for this option. To End: Select this option to include a range that starts with the period that you enter in the Start field and ends with the last period of all the periods. The End field is disabled for this option.
Start Period	Enter the starting period of the bank transactions that you want purged, or click to select a starting period. This field is available only when you select One, Range, or To End in the Options field.
Start End Date	This displays the end date of the starting period that you selected.
End Period	Enter the ending period of the bank transactions that you want purged, or click to select an ending period. This field is available only when you select Range or From Beginning in the Options (Period) field.
End Date	This displays the end date for the ending period that you selected.

Options

Field	Description
Print list of matched and cleared bank transactions to be purged	Select this check box to print a list of all bank history transactions selected for purging. Although you can  purge bank transaction history without first printing the list, Deltek suggests that you print the list to review the transactions to be deleted before you begin the purge process. Warning: Deltek recommends that you retain the bank Transactions History Purge List after you complete the purge because it is the only audit trail available. To preview or print the report: From main toolbar, click or .
Purge bank statements for the same fiscal year and periods	Select this check box to purge bank statements for the same fiscal year and periods. The bank statements are purged at the same time.
Skip Accounting Period status check	If you select this check box, the program does not display a warning message if the accounting periods you select for purging are open.

Processing

Click for the following options:

Field	Description
Purge Bank Transaction History	This option is automatically active when you clear the Print list of matched and cleared bank transactions to be purged check box. This option does NOT give you the opportunity to review the data to be deleted before the purge process is executed, and no report of purged transactions prints. Use caution when selecting this option.
Print/Purge Bank Transaction History	This option is available only if you select the Print List of matched and cleared bank transactions to be purged check box. It prints the Bank Transactions History Purge List and then immediately begin the purge process. Warning: This option does not give you the opportunity to review the data to be deleted before the purge process is executed, but it ensures that a report is printed for audit trail purposes.