Purging JD Edwards EnterpriseOne Real Estate Management Tables

This chapter provides an overview of the purge process, lists a prerequisite, and discusses how to:

• Purge billing batches.

• Purge sales analysis information.

• Purge sales report information.

• Purge tenant and lease billing details.

• Purge building information.

• Purge lease information.

Understanding the Purge Process

Several purge programs are available that enable you to remove obsolete information from the tables. You can run the programs in proof mode, which enables you to verify the information before it is removed. When you run the programs in update mode, the system deletes the records.

Important! Purge programs do not write records to another table; therefore, you cannot recover records that have been purged from the tables. In general, you first run the programs in proof mode to ensure that the system deletes only the information that you intend to delete.

Prerequisite

Before you complete the tasks in this chapter, you must make a copy of the tables that you are purging in the event that you need to restore information.

Purging Billing Batches

This section provides an overview of the Batch Delete program (R15806) and discusses how to:

• Purge billing batches.

• Set processing options for the Batch Delete program (R15806).

Understanding the Batch Delete Program (R15806)

The Billings Batch Delete program (R15806) deletes unposted billing batches (invoices or vouchers).

When you run the R15806 program, the system:

• Removes the entire batch of transactions and the information for the batch header simultaneously.

• Resets the billing control ID for the related period from G (Generated) to blank in the Billings Generation Control table so that you can generate billings again for that period.

You cannot delete a posted batch. However, you can selectively delete unposted records in a batch that has been previously posted. These unposted records include any transaction that posts from the Lease Billings Master (F1511B) table to the Customer Ledger (F03B11) or Accounts Payable Ledger (F0411) tables, but fails to post to the Account Ledger table (F0911). In this case, all of the associated records in the F1511B, F03B11, F0411, and F0911 tables are considered unposted.

You cannot use the R15806 program to delete batches of receipts, revenue fees, or security deposits because the system does not write records to the F1511B table. The R15806 program deletes batches only when records exist in the F1511B table.

The R15806 program removes records from these tables:

• Batch Control Records (F0011).

• Customer Ledger (F03B11).

• Accounts Payable Ledger (F0411).

• Account Ledger (F0911).

• Billings Generation Control (F15011B).

• Estimated EP Recurring Billings (F1502WB).

• Lease Billings Master (F1511B).

• Expense Participation Audit File (F1532B).

• EP Billing Register (F1538B).

• Sales Report Control (F1540B).

• Escalation Billing Register (F1548B).

• Lease Cap History (F15153)

• E.P. Class Cap Expenses History (F15303)

• Share Factor Denominator (F150122A)

• E.P. Billing Account Adjustments (F1539A)

• E.P Billing Class Adjustments (F1539C)

• E.P Billing Account Exclusions (F1539E)

• E.P Billing Adj Factor EP Class (F1539FC)

• E.P Billing Adj Factor Lease (F1539FL)

• Occupancy Gross Up Audit (F1538B1)

• Exclusion/Redistribution (F1538B2)

Processing options control whether the system updates the tables or generates a report so that you can preview the information to be deleted. The report also shows any posted information that cannot be deleted.

Purging Billing Batches

Select Purges (G15312), Batch Delete.

Processing Options for Billings Batch Deletion (R15806)

Processing options enable you to specify the default processing for programs and reports.

Select

Process

Print

Purging Sales Analysis Information

This section discusses how to:

• Purge sales analysis information.

• Set processing options for the Sales Analysis Purge program (R1543).

Purging Sales Analysis Information

You can delete the information in the Tenant Sales Analysis Reporting File table (F1543B), by running the Sales Analysis Purge program (R1543). Processing options enable you to specify the records to retain by month or the records to purge by date. If you complete both processing options, the system uses the earliest cutoff date.

Select Purges (G15312), Sales Analysis Purge.

Setting Processing Options for Sales Analysis Purge (R1543)

Processing options enable you to specify the default processing for programs and reports.

Process

Purging Sales Report Information

This section provides an overview of Sales Report Purge program (R1541) and discusses how to:

• Run the Sales Report Purge program.

• Set processing options for Sales Report Purge (R1541).

Understanding the Sales Report Purge Program (R1541)

To purge records from the Sales Report Control table (F1540B), run the Sales Report Purge program (R1541). In addition to removing records from the F1540B table, the system also updates the batch control records in the F0011 table. The system purges only the sales information that is posted (status code X or P). The most recent sales record, which has a blank status, cannot be purged.

Use the processing options to specify the maximum age in months for the records that you want to keep. The system uses the most recent sales record in a specific product scale group as the base from which to count back. To be eligible for purging, a record must be older than the specified number of months. You can specify one or more buildings or other related criteria during data selection.

Note. You can still review the sales history for a lease even though the sales information has been purged because the Tenant Sales History table (F1541B) is not affected by this program.

Running the Sales Report Purge Program

Select Purges (G15312), Sales Report Purge.

Setting Processing Options for Sales Report Purge (R1541)

Processing options enable you to specify the default processing for programs and reports.

Process

Purging Tenant and Lease Billing Details

This section discusses how to:

• Run the Tenant Billing Detail Purge program.

• Set processing options for Tenant Billing Detail Purge (R15119).

Running the Tenant Billing Detail Purge Program

When you want to remove records from the Lease Billings Master table (F1511B), run the Tenant Billing Detail Purge program (R15119). Processing options enable you to specify a cutoff date as the basis for record selection. To be eligible for purging, a record must have a date prior to the cutoff date. If you specify more than one cutoff date, the system uses only the first date. You can use data selection to specify one or more buildings to further narrow the records to be purged.

Select Purges (G15312), Tenant Billing Detail Purge.

Setting Processing Options for Tenant Billing Detail Purge (R15119)

Processing options enable you to specify the default processing for programs and reports.

Process

Select

These processing options enable you to specify the records to be purged from the Lease Billings Master table (F1511B).

Enter a date in oneof the following processing options as the purge cutoff date. Records with dates prior to the one date entered will be purged.

Purging Building Information

This section provides an overview of the Building Information Purge program (R15808) and discusses how to:

• Run the Building Information Purge program.

• Set processing options for Building Information Purge (R15808).

Understanding the Building Information Purge Program (R15808)

You can delete one property or building record (business unit) at a time, including all of its related information. You use processing options to select the property or building to delete.

Running the Building Information Purge Program

Select Purges (G15312), Building Information Purge.

Setting Processing Options for Building Information Purge (R15808)

Processing options enable you to specify the default processing for programs and reports.

Process

These processing options enable you to specify the records to delete, as well as whether to run the program in proof or final mode.

Warning! This program deletes the building specified in the subsequent list and all related Property Management information. Deleted records cannot be retrieved.

Purging Lease Information

This section provides an overview of Lease Information Purge program (R15118) and discusses how to:

• Run the Lease Information Purge program.

• Set processing options for Lease Information Purge (R15118).

Understanding the Lease Information Purge Program (R15118)

The Lease Information Purge program (R15118) enables you to delete obsolete information that is related to one or more leases.

Important! Use the processing options carefully to establish the critical dates that the system uses to determine what to purge, and to narrow the wide range of information that you can select from the various tables for the purge, such as buildings and units.

Critical Dates and Record Selection

In the processing options, you can select from three critical dates that the system uses to determine whether a record is eligible for purging. Because a critical date might not be part of a table that is selected for the purge, the system uses this criteria for record selection:

• If all of the records for the lease in the Lease Master Header table (F1501B) are eligible for purging, all of the related records in the selected tables are eligible.

  The system bypasses the remaining items in the date selection process.

• If one of the critical dates applies to a selected table, the date for a record must be prior to the critical date.

• If more than one critical date applies to a selected table, each critical date for the record must be before the critical date of the respective table.

• If none of the critical dates applies to a table that you selected, the system determines the records to be purged based on the relationship between the tables.

  All of the records for a specific lease in the parent table must be eligible for the related records in the dependent table to be eligible. For example, in terms of sales overage, the Product Scales Master table (F15014B) and the Min/Max Rents And Recoveries Master table (F15015B) are dependent on the Sales Overage Master File table (F15013B), which is the parent.

• If a record is eligible in the Recurring Billings Master table (F1502B), the Tenant E.P. Class Master table (F15012B), the Tenant Escalation Master table (F15016B), the Sales Overage Master File table (F15013B), or the Management Fee Master table (F1505B), then the system deletes the related record with the same billing control ID number in the OW Billings Generation Control table (F15011B).

• If you purge all of the Tenant E.P. Class Master (F15012B) records for a lease, the system deletes the corresponding records in the Tenant Account Exclusions table (F1533B).

  Note. If you use data selection, and if the item that you are selecting is in both the Lease Master Header table (F1501B) and the Lease Master Detail table (F15017), use the Lease Master Header item for selection.

Running the Lease Information Purge Program

Select Purges (G15312), Lease Information Purge.

Setting Processing Options for Lease Information Purge (R15118)

Processing options enable you to specify the default processing for programs and reports.

Dates

Options

Table Selection 1

Table Selection 2