Purge Bank Transaction History
Use the Purge Bank Transaction History screen to delete matched and cleared bank transactions history based on your selection criteria.
Although you can run this process at any time, you normally run it to clear out unneeded history and free up database space. You normally purge transactions for only closed accounting periods.
Following your company procedures, you must first identify which fiscal year and periods are included in the selection parameters. Verify that this data does not need to be retained in Costpoint for future audits.
After you run the Create Bank Transactions History process, the bank reconciliation data becomes available in the Purge Bank Transaction History screen.
Bank reconciliation data includes vendor checks for AP transactions, employee earnings for Payroll, and cash receipt history for cash receipts transactions.
The purge process from this screen deletes data from only the Bank Transaction History table; it does not delete data from the source tables.
Typically, you purge only transactions for closed accounting periods. When you run the purge process, if a period in the range that you selected for the purge is open, you receive an error and Costpoint does not proceed with the purging process. You can tell Costpoint to proceed with the purging process in this circumstance by selecting the Skip Accounting Period status check check box.
To prevent the accidental deletion of data, Deltek recommends that you restrict user access to this screen.
Other users must exit all Bank Reconciliations screens before you activate the purge process. If an error (system, hardware, electrical, and so on) occurs during the purge, the same user must restart and resume the purge after the crash.
- Related Topics:
- Display the Purge Bank Transaction History Screen
You access the Purge Bank Transaction History screen from the Accounting domain. - Contents of the Purge Bank Transaction History Screen
Use the fields and options to configure the Purge Bank Transaction History screen. - Table Information for the Purge Bank Transaction History Screen
This purge process deletes data from the BANK_TRN_HS table.