Purging Jobs and Schedules
You can purge discrete jobs that were closed in accounting periods that are now closed. You can also purge repetitive schedules that were cancelled or complete with no charges in a closed accounting period. You can purge all detail information -- material requirements, resource requirements, and operations -- associated with jobs and schedules. You can also purge move and/or resource transactions associated with jobs and repetitive schedules. For quality and customer service tracking purposes, you can choose to retain as-built configuration histories for discrete jobs that build assemble to order items. You can purge all discrete job and repetitive schedule information (details, transactions and headers) by choosing to purge headers.
Attention: Although all purge Yes/No parameters default to No, you should exercise extreme caution when purging. Once you submit a purge request with a Purge Only or Purge and Report action type, all related information is removed from the database.
Purge requests can be submitted using concurrent or scheduled processing. See: Overview of Concurrent Processing and Overview of Standard Request Submission.
You can check the status of purge requests using the Concurrent Requests window.
Prerequisites
You must have at least one closed period for your organization. See: Period Close.
To purge jobs and schedules:
All Jobs/schedules: Purge information for discrete jobs with statuses of Closed and repetitive schedules with statuses of Cancelled and Complete-No Charges. All Jobs/schedules is the default.
Discrete jobs: Purge information for discrete jobs with a status of Closed.
3. Select an Action Type.
You can choose from the following:
Purge and Report: Purge the selected jobs/schedules and print a report. You can print the report in Full, Summary, or Detail format. If you select Purge and Report, you must select a Report Type.
Report Only: Print a report listing the selected jobs/schedules but do not purge them. You can print the report in Full, Summary, or Detail format. If you select Report Only, you must select a Report Type.
Purge Only: Purge the selected jobs/schedules but do not print a report. If you choose Purge Only, you must specify that the Report Type is None.
Note: Printing a report before submitting a purge request allows you to view the exceptions that might arise and determine how many records are to be deleted from related tables as a result of the purge.
4. Specify which discrete jobs, repetitive schedules, or discrete jobs and repetitive schedules to purge by selecting one or more of the following:
Jobs From/To: Purge all jobs in this range that have a close date before the purge cutoff date.
Line: Purge all repetitive schedules produced on this line that have been closed or cancelled before the purge cutoff date.
Assembly: Purge all jobs and repetitive schedules that produce this assembly. If a job range is also specified, only jobs that produce this assembly that are within that range are purged. Similarly, if a production line is specified, only repetitive schedules that produce this assembly on that line are purged.
Attention: When purging discrete jobs, you can enter a production line, however this information is ignored when the purge is submitted. If you enter a job range, when purging repetitive schedules, this information is also ignored.
This date must be less than or equal to the close date of the most recently closed accounting period.
If you choose to purge details in the Purge Options window, the system purges the details (material requirements, resource requirements, and operations) of Closed jobs and Cancelled and Complete-No Charges repetitive schedules with closed, completed, or cancelled dates less than or equal to this date. If you choose to purge Move, Resource, or Move and Resource Cost Transactions, the system purges transactions with dates less than or equal to this date for Closed jobs and Cancelled and Complete-No Charges schedules.
Attention: If you enter a date that is earlier than the closed, cancelled or completed date of a selected job or repetitive schedule, the system only purges job and repetitive schedule detail and transaction information up to the date you enter.
If Oracle Bills of Materials purges the configured item that you build in Work in Process, then Oracle Bills of Material replaces the configured item on the job with the model the configuration was based on. You do not want to include configurations if you need this information for customer support. For example, if a customer complains that you did not build the configuration he ordered.
If you do include configurations, you still have access to lot and serial information using the View Job Lot Composition form or the lot and serial transactions in Oracle Inventory.
7. Select whether to purge or not purge Headers.
If you purge Headers, all information associated with the parent record and all associated details (material requirements, resource requirements, and operations) and transactions (move and resource transactions) are automatically purged. Shop floor statuses associated with jobs and/or repetitive schedules are also purged. Sales order allocations associated with discrete jobs are also purged.
Attention: When you choose to purge headers, the options to include details, move transactions, and resource transactions are automatically selected. You cannot choose to purge header and choose not to purge details are purged even if you choose not to purge details, move transactions, and resource transactions.
You can selectively purge Details -- material requirements, resource requirements, and operations -- without purging headers. Selective purging allows you to retain pertinent historical information. For example, you can retain operation information but purge move transactions associated with these operations.
You can selectively purge Move Transactions associated with the selected discrete jobs, repetitive schedules, or both. If the move transaction date is less than or equal to the cutoff date you entered, move transactions for repetitive schedules with Cancelled and Complete-No Charges statuses or discrete jobs with Closed statuses are purged.
You can selectively purge Resource Transactions associated with the selected discrete jobs, repetitive schedules, or both. Only resource transactions for repetitive schedules with Cancelled and Complete-No Charges statuses are purged, regardless of whether the transaction date is less than or equal to the cutoff date you entered.
11. Select one of the following Report Types:
Full: The report lists all job and/or schedule records selected for the purge, the table and number of rows affected as well as those records that cannot be purged because of purge rule violations. Full is the default option.
Summary: The report lists all job and/or schedule records selected for the purge but in a tabular form. The table and row detail is omitted although exception information is included.
Exception: The report lists only those job and/or schedule records that cannot be purged because of purge violation rules. Exception information is included.
None: The report lists only the purge options selected (e.g. Headers, Schedule Details, Move Transactions, Resource Transactions), but does not list tables affected and records purged.
See Also
Overview of Discrete Job Purge
Overview of Repetitive Schedule Purge
Transaction Control by Status