Purge Criteria - General Journals
How Do I...
When you select all desired options in the Purge
wizard and then start the purge process, the wizard analyzes whether
individual transaction and maintenance records can be deleted based on
a number of criteria. This topic describes the criteria that determine
when general journal entries (including account beginning balances) will not be purged.
A general journal entry is retained if one of the following is true:
- The transaction date is greater than the purge-through date.
- The transaction is related to a job that cannot
be purged.
- The transaction uses a general ledger account
that requires reconciliation
AND the transaction has not been reconciled.
- The transaction is a reversing entry, in which
case both the original and the reversing parts of the transaction must
be able to be purged. So, for instance, if the reversing transaction covers
an open accounting period, neither
part of the transaction would be purged.
- The transaction was reconciled after the purge-through
date.