Purging Outdated Data

This chapter provides an overview of the purge and updated data tables and discusses how to:

Click to jump to parent topicUnderstanding the Purge and Outdated Data

You should summarize and purge any data that does not need to be converted to the new base currency. This purge helps conserve valuable disk space and system resources because the conversion programs do not convert purged (P) tables. Before you purge any data, make sure that you understand how the purge programs work. This helps to ensure that when you purge data, you get the results that you expect.

Each purge program removes data from a table that meets certain criteria, regardless of any interdependencies that might exist between that table and another table. This means that, when you purge data in a table, the results might affect another table so that you no longer have data integrity between the two tables. For example, if you purge data in a table in JD Edwards EnterpriseOne Sales Order Management, the results might affect the data integrity between that table and a table in Accounts Receivable.

Because the purge programs are not based on any interdependencies between tables, you can run the purge programs in any order.

Allow plenty of time to purge outdated data tables. Depending on the number of transactions in a table, a purge program might run for hours or days, especially for tables that are as large as the F0911 table. Purge outdated data only for those systems that the company uses.

Note. The purge programs are described in a checklist. The checklist has one check-off (√) column to indicate that the task is complete. Purge outdated data tables and complete all remaining tasks in this guide in the test environment first, and then correct any data issues in both the test and production environments. Later, when you are satisfied with the results of the conversion in the test environment, complete all of the tasks again in the production environment and go live.

Click to jump to parent topicPrerequisites

Before you purge outdated data:

Click to jump to parent topicRunning the General Purge Programs

Select General Purges (G00231), Purge Balance Auditor Table.

Select Tax Revisions (G00216), Tax File Purge.

This checklist discusses purge programs for system 00 that you should run before you run the base currency conversion.

Purge Program

Description

√

Purge Balance Auditor Table (P83001)

This program removes the workfiles that the system built for financial reporting from the Balance Audit Workfile - Financial Reporting table (F83UI001).

 

Tax File Purge (R0018PURGE)

This program removes records from the Taxes table (F0018) that have a date prior to the date that you specify in the data selection.

 

Click to jump to parent topicRunning the Financial Management Purge Programs

The checklists in this section discusses purge programs that you should run before you run the base currency conversion.

Select Financials Purges (G00232), and then select a purge program.

Click to jump to top of pageClick to jump to parent topicCompleting the Address Book Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Address Book system:

Purge Program

Description

√

Purge Address Book (R01800P)

This program removes address book records that have no associated transactions from these tables:

  • Address Book Master (F0101).

  • Address Book - Who's Who (F0111).

  • Address Book - Contact Phone Numbers (F0115).

  • Address by Date (F0116).

  • Address Organization Structure Master (F0150).

  • Customer Master by Line of Business (F03012).

  • Supplier Master (F0401).

  

Purge Batch Address Book (R0101Z1P)

This program removes processed addresses from the Address Book - Batch Table (F0101Z1), regardless of the batch in which they reside.

 

Purge Completed Tasks (R01131P)

This program applies only to clients who use the Workflow Management system. It removes message log records from the Message Log Ledger File (F0113).

 

Click to jump to top of pageClick to jump to parent topicCompleting the Accounts Receivable Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Accounts Receivable system:

Purge Program

Description

√

Purge Electronic Receipts Input (R03B0041A)

This program removes processed electronic receipts from the Electronic Receipts Input table (F03B13Z1).

Important! Make sure that you purge only receipts with an auto-cash upload status of Y. Otherwise, the purge program removes receipts that are stored in the F03B13Z1 table for invoice and statement matching purposes.

 

Purge Batch Invoices (R03B11Z1P)

This program removes processed invoices from these tables, regardless of the batch in which they exist:

  • Batch Invoices (F03B11Z1).

  • Journal Entry Transactions - Batch File (F0911Z1).

This purge program removes only batch invoices; it does not affect invoices in the F03B11 table.

  

Purge/Repost A/R Statistical History (R03B163)

This program removes records from the A/R Statistical History table (F03B16) and resets the ISTC field from 1 to 0 for the corresponding invoices in the F03B11 table.

Use the data selection to designate which records to remove, and make sure that you do not remove records by company.

  

Purge Statement/Notification (R03B5010)

This program removes delinquency notice and statement records from these tables:

  • A/R Notification History (F03B20).

  • A/R Notification History Detail (F03B21).

To purge only delinquency notices, use the data selection to specify notification type DL. To purge only statement information, specify notification type ST.

 

Purge Invoice Transactions (R03B800)

This program removes paid and posted invoices without an open amount from the F03B11 table.

  

Purge Receipt Transactions (R03B801)

This program removes posted receipts from the F03B13 and F03B14 tables.

  

Click to jump to top of pageClick to jump to parent topicCompleting the Accounts Payable Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Accounts Payable system:

Purge Program

Description

√

Purge Closed A/P Records (R04800)

This program removes paid transactions (open amount) = (zero) from these tables:

  • Accounts Payable Ledger (F0411).

  • Accounts Payable - Matching Document (F0413).

  • Accounts Payable Matching Document Detail (F0414).

  

Purge Batch Vouchers (R0411Z1P)

This program removes inbound processed vouchers from these tables regardless of the batch in which they exist:

  • Voucher Transactions - Batch Upload (F0411Z1).

  • Journal Entry Transactions - Batch File (F0911Z1).

This purge program does not affect vouchers in the F0411 table.

  

Purge F0413 Interoperability Table (R0413Z1)

This program removes outbound processed payments from these tables regardless of the batch in which they exist:

  • F0413 Interoperability Table (F0413Z1)

  • F0414 Interoperability Table (F0414Z1)

  • F0911 Interoperability Table (F0911Z4)

This purge does not affect payments in the F0413 and F0414 tables.

  

Purge A/P Payee Control (R0450P)

This program removes control records and associated audit trails from the Payee Control table (F0450).

  

Click to jump to top of pageClick to jump to parent topicCompleting the General Accounting Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne General Accounting system:

Purge Program

Description

√

Summarize Transactions (R09811)

This program creates a single balance forward record to replace numerous detailed transactions.

  

Purge Prior Year JEs (R09911)

This program removes summarized journal entries for prior years from the F0911 table.

  

Purge Prior Year Account Balance (R09912)

This program removes account balance records with dates prior to the current fiscal year from the F0902 table.

  

Purge Batch Journal Entries (R0911Z1P)

This program removes batch journal entries from the Journal Entry Transactions - Batch File (F0911Z1). This purge program does not affect journal entries in the F0911 table.

 

Purge Cost Analyzer (R1602P)

This program removes balance records from the Cost Analyzer Balances table (F1602) and clears the posted code in the F0911 table, which enables you to repost the records in the new base currency after the conversion.

 

Click to jump to top of pageClick to jump to parent topicCompleting the Fixed Assets Purge Checklist

Select Fixed Assets (G00233), and then select a purge program.

These purge programs apply to the JD Edwards EnterpriseOne Fixed Assets system:

Purge Program

Description

√

Purge Asset Master and Balances (R12912)

This program removes selected asset records or entire data tables, based on the processing options. You can purge prior year records in the F1202 table, assets that you disposed in a prior year, and so on.

 

Purge Unedited Asset Master Transactions (R1201Z1P)

This program removes transactions in the Unedited Asset Master Transactions table (F1201Z1). This program has no processing options. Use the data selection to remove selected transactions. Otherwise, the purge program removes all transactions in the F1201Z1 table.

 

Click to jump to parent topicRunning the Distribution Purge Programs

The checklists in this section discuss purge programs that you should run before you run the base currency conversion.

Select Distribution Purges (G00234), and then select a purge program.

Click to jump to top of pageClick to jump to parent topicCompleting the Procurement Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Procurement system:

Purge Program

Description

√

Purge Purchase Order Receiver (R43121P)

This program removes records with a next status of 999 (closed) from the F43121 table.

  

Purge Purchase Order Detail (R4311P)

Prerequisite: Run the Purge Purchase Order Receiver program.

This program removes records with a next status of 999 (closed) from the F4311 table.

  

Purge Purchase Order Header (R4301P)

Prerequisite: Run the Purge Purchase Order Detail program.

This program removes records from the Purchase Order Header table (F4301) if no active detail lines exist.

  

Purge Purchase Order Detail Ledger (R43199P)

Prerequisite: Run the Purge Purchase Order Header program.

This program removes records with a next status of 999 (closed) from the F43199 table.

  

Purge Receipt Routing Records (R43092Z1P)

This program removes records from the Receipt Routing Unedited Transaction Table (F43092Z1).

  

Purge for Receipts Interoperability (R43121Z1P)

This program removes records from the Receipts Unedited Transaction Table (F43121Z1).

  

Purge Purchase Order Text Lines (R43960)

This program changes the status of text lines to 999 (closed) on purchase orders that have been closed.

  

Click to jump to top of pageClick to jump to parent topicCompleting the Sales Order Management Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Sales Order Management system:

Purge Program

Description

√

Purge Sales Order Detail to History (R42996)

This program removes detail lines with a status of 999 from the F4211 table and writes a history record to the F42119 table.

  

Purge Sales Order Detail (F4211)

(R4211P)

This program removes records from the F4211 table.

  

Purge Sales Order Header (R4201P)

Prerequisite: Run the Purge Sales Order Detail to History program.

This program removes records from the F4201 table only if no open detail lines with a matching order type and order number exist in the F4211 table.

 

Purge Sales Order Text (R42960)

This program changes status of text lines to 999 (closed) on sales orders with no open detail lines.

  

Purge Batch Receiver (R4001ZP)

This program processes sales orders from the Batch Receiver File - Order Headings table (F4001Z). This program selects only records with Y in the Processed (Y/N) field.

 

Purge Sales Order History (R42119P)

This program removes records from the F42119 table.

  

Purge Sales Transactions Records (R42199P)

This program removes records from the F42199 table.

  

Purge Audit Log (R42420)

This program removes records from the Audit Log Transaction table (F42420).

  

Click to jump to top of pageClick to jump to parent topicCompleting the Electronic Commerce Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Electronic Commerce system from Oracle:

Purge Program

Description

√

Purge EDI Purchase Order In (R47018)

This program removes inbound transactions from these tables:

  • Purchase Order Header - Inbound (F47011)

  • EDI Purchase Order Detail - Inbound (F47012)

  • EDI Purchase Order Detail (SDQ) - Inbound (F47013)

  • EDI Order Address Information (F4706)

  • EDI Order Text Lines - Header (F4714)

  • EDI Order Text Lines Detail (F4715)

  

Purge EDI Purchase Order Out (R47019)

This program removes outbound transactions from these tables:

  • EDI Purchase Order Header - Outbound (F47016)

  • EDI Purchase Order Additional Header - Outbound (F470161)

  • F47017

  • EDI Purchase Order Additional Detail - Outbound (F470171)

  • F4706

  • F4714

  • F4715

  

Purge EDI P.O. Acknowledgement In (R47028)

This program removes inbound transactions from these tables:

  • EDI P.O. Acknowledgement Header - Inbound (F47021)

  • F47022

  

Purge EDI P.O. Acknowledgement Out (R47029)

This program removes outbound transactions from these tables:

  • EDI P.O. Acknowledgement Header - Outbound (F47026)

  • EDI P.O. Acknowledgement Detail - Outbound (F47027)

  • F4706

  • F4714

  • F4715

  

Purge EDI Shipping Notice Out (R47039)

This program removes outbound transactions from these tables:

  • EDI Shipping Notice Header - Outbound (F47036)

  • F47037

  • F4706

  • F4714

  • F4715

  

Purge EDI Voucher In (R47041P)

This program removes inbound voucher transactions from these tables:

  • EDI Invoice Header - Inbound (F47041)

  • F47042

  • EDI Invoice Summary - Inbound (F47044)

  

Purge EDI Invoice In (R47048)

This program removes inbound invoice transactions from these tables:

  • F47041

  • F47042

  • F47044

  

Purge EDI Invoice Out (R47049)

This program removes outbound invoice transactions from these tables:

  • EDI Invoice Header (Sales) - Outbound (F47046)

  • F470461

  • EDI Invoice Detail (Sales) - Outbound (F47047)

  • EDI Invoice Additional Detail - Outbound (F470471)

  • F4706

  • F4714

  • F4715

  

Purge EDI Payment Order Out (R47059)

This program removes outbound payment transactions from these tables:

  • EDI Payment Order Header - Outbound (F47056)

  • EDI Payment Order Bank N & A - Outbound (F470561)

  • EDI Payment Order Bank Vendor N & A Outbound (F470562)

  • EDI Payment Order Payee N & A - Outbound (F470563)

  • EDI Payment Order Remittance Advice - Outbound (F47057)

  

Purge EDI Planning Schedule In (R47068)

This program removes inbound transactions from these tables:

  • EDI Planning Schedule Header - Inbound (F47061)

  • EDI Planning Schedule Detail - Inbound (F47062)

  

Purge EDI Planning Schedule Out (R47069)

This program removes outbound transactions from these tables:

  • EDI Planning Schedule Header - Outbound (F47066).

  • EDI Planning Schedule Detail - Outbound (F47067).

  

Purge EDI Receiving Advice In (R47078)

This program removes inbound transactions from these tables in the Procurement and Sales Order Management systems:

  • EDI Receiving Advice Header - Inbound (F47071)

  • F47072

  

Purge EDI Receiving Advice Out (R47079)

This program removes outbound transactions from these tables:

  • EDI Receiving Advice Header - Outbound (F47076)

  • F47077

  • F4706

  • F4714

  • F4715

  

Purge EDI Request for Quote In (R47098)

This program removes inbound transactions from these tables:

  • EDI Request for Quote Header - Inbound (F47091).

  • EDI Request for Quote Detail - Inbound (F47092).

  • EDI Request for Quote Detail (SDQ) - Inbound (F47093).

  

Purge EDI Request for Quote Out (R47099)

This program removes outbound transactions from these tables:

  • EDI Response to RFQ Header - Outbound (F47106)

  • F471061

  • F47107

  • EDI Response to RFQ Additional Detail - Outbound (F471071)

  • F4706

  • F4714

  • F4715

  

Purge EDI Response to RFQ Out (R47109)

This program removes outbound transactions from these tables:

  • EDI Request for Quote Header - Outbound (F47096)

  • F47097

  • F4706

  • F4714

  • F4715

  

Purge EDI Product Activity Data In (R47128A)

This program removes inbound transactions from these tables:

  • EDI Product Activity Data Header - Inbound (F47121)

  • EDI Product Activity Data Detail - Inbound (F47122)

  • EDI Product Activity Data (SDQ) - Inbound (F47123)

  

Purge EDI Product Activity Data Out (R47129A)

This program removes outbound transactions from these tables:

  • EDI Product Activity Data Header - Outbound (F47126)

  • EDI Product Activity Data Detail - Outbound (F47127)

  • EDI Product Activity Data (SDQ) - Outbound (F47128)

  

Purge EDI Purchase Order Change In (R47138)

This program removes inbound transactions from these tables:

  • EDI Purchase Order Change Header - Inbound (F47131)

  • F47132

  • F4706

  • F4714

  • F4715

  

Purge EDI Purchase Order Change Out (R47139)

This program removes outbound transactions from these tables:

  • EDI Purchase Order Change Header - Outbound (F47136)

  • F47137

  • F4706

  • F4714

  • F4715

  

Purge EDI P.O. Change Acknowledgement In (R47148)

This program removes inbound transactions from theses tables:

  • EDI P.O. Change Acknowledgement Header - Inbound (F47141)

  • F47142

  

Purge EDI P.O. Change Acknowledgement Out (R47149)

This program removes outbound transactions from these tables:

  • EDI P.O. Change Acknowledgement Header - Outbound (F47146)

  • F47147

  • F4706

  • F4714

  • F4715

  

Purge EDI Shipping Scheduler Out (R47156)

This program removes outbound transactions from these tables:

  • EDI Shipping Schedule Header - Outbound (F47156)

  • EDI Shipping Schedule Detail - Outbound (F47157)

  

Click to jump to parent topicRunning the Logistics Purge Programs

The checklist in this section discusses a purge program that you should run before you run the base currency conversion.

Select Logistics Purges (G00235), Purge Inbound Suggestion Records.

Click to jump to top of pageClick to jump to parent topicCompleting the Warehouse Management Purge Checklist

This purge program applies to the JD Edwards EnterpriseOne Warehouse Management system:

Purge Program

Description

√

Purge Inbound Suggestion Records (R4611Z1P)

This program removes inbound suggestion records from the Unedited Suggestion Table (F4611Z1) in JD Edwards EnterpriseOne Warehouse Management.

 

Click to jump to parent topicRunning the Manufacturing Purge Programs

The checklist in this section discusses purge programs that you should run before you run the base currency conversion.

Select Manufacturing Purges (G00236), and then select a purge program.

Click to jump to top of pageClick to jump to parent topicCompleting the Work Orders Purge Checklist

These purge programs apply to the JD Edwards EnterpriseOne Work Orders system:

Purge Program

Description

√

Purge Work Orders (R4801P)

This program removes work orders from the Work Order Master File table (F4801) and related information from these tables:

  • Work Order Instructions File (F4802)

  • Work Order Parts List (F3111)

  • F3112

  • F31122

  

Purge Closed Work Orders (R48900)

This program removes work orders and any associated record types and approval records from these tables:

  • F4801

  • F4802

  • Work Order Approval Routing (F4827)

  

Purge Outbound Work Orders (R4801Z1P)

This program removes work orders from the Outbound Work Order Header table (F4801Z1).