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 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
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 to select, the starting vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive. |
End |
Enter, or click to select, the ending vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive. |
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 to select, the starting voucher for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive. |
End |
Enter, or click to select, the ending voucher for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive. |
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 to select, the starting fiscal year from which the voucher records should be purged for the selected vendor range. |
Start Period |
Enter, or click to select, the starting period from which the vouchers should be purged. If you select All or From Beginning, this field is inactive. |
Start Subperiod |
Enter, or click to select, the starting subperiod from which the vouchers should be purged. If you select All or From Beginning, this field is inactive. |
End Fiscal Year |
Enter, or click to select, the ending period from which the vouchers should be purged. If you select All, One, or To End as the range option, this field is inactive. |
End Period |
Enter, or click to select, the ending period from which the vouchers should be purged. If you select All, One, or To End as the range option, this field is inactive. |
End Subperiod |
Enter, or click to select, the ending subperiod from which the vouchers should be purged. If you select All, One, or To End as the range option, this field is inactive. |
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 to purge the vouchers. No record of purged transactions prints. |