Contents of the Purge Vouchers Screen
Use the fields and options to configure the Purge Vouchers 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
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
|
Selection Ranges
Vendors
Use the fields in this group box to select the vendors whose vouchers will be purged.
Field | Description |
---|---|
Option |
Use this drop-down list to select the range of vendors to be included. Valid options are:
|
Start |
Enter, or click
|
End |
Enter, or click
|
Vouchers
Use the fields in this group box to select the range of voucher numbers to be purged.
Field | Description |
---|---|
Option |
Use this drop-down list to select the range of vouchers to be included. Valid options are:
|
Start |
Enter, or click
|
End |
Enter, or click
|
Period Posted
Use the fields in this group box to select the period from which to purge voucher records. All vouchers within the fiscal year selected and previous fiscal years will be purged.
Field | Description |
---|---|
Option |
Use this drop-down list to select the range of periods to be included. Valid options are:
|
Start Fiscal Year |
Enter, or click
|
Start Period |
Enter, or click
|
Start Subperiod |
Enter, or click
|
End Fiscal Year |
Enter, or click
|
End Period |
Enter, or click
|
End Subperiod |
Enter, or click
|
Options
Voucher Type
Use this group box to select the voucher type to be purged.
Field | Description |
---|---|
AP Vouchers |
Select this check box to purge the vouchers from accounts payable. |
PO Vouchers |
Select this check box to purge the vouchers from purchase orders. |
Payroll Vouchers |
Select this check box to purge payroll vouchers. |
TE Expense Vouchers |
Select this check box to purge TE expense vouchers. |
TE Advance Vouchers |
Select this check box to purge TE advance vouchers. |
Purge Checks |
Select this check box to purge the data for checks that correspond with the vouchers you are purging. |
Print Purged Vouchers Report |
Select this check box to print a purged voucher report. |
Ignore vouchers when payment is in a later period |
Select this check box to ignore vouchers with a payment date in a later period. |
Continue purging when check has not been cleared |
Select this check box to ignore vouchers for which the check has not cleared. |
Continue purging when void has not been cleared |
Select this check box to ignore void vouchers if the void process has not cleared. |
Continue purging when stop payment has not been cleared |
Select this check box to ignore stop-payment vouchers if the stop payment has not cleared. |
Skip Open Period Check |
Select this check box to skip checks for open accounting periods. |
Purge Vouchers |
Click
|