40 Overview to Data Removal

This chapter contains these topics:

40.1 Objectives

  • To create a single balance forward for each account

  • To purge account balance transactions for a prior year

  • To purge account ledger transactions for a prior year

  • To delete account master records

  • To delete a business unit

  • To purge bank statement information

40.2 About Data Removal

To make more disk space available, you can:

  • Create a single record to replace numerous detail records

  • Purge or delete information from your system

Data removal consists of:

  • Creating balance forward records

  • Purging prior year journal entries

  • Purging prior year account balances

  • Deleting account master records

  • Deleting business units and companies

  • Purging bank statement information

40.2.1 What is the Difference Between Delete and Purge?

In terms of data removal, delete and purge are different processes.

Term Explanation
Delete Delete removes information from the system
Purge Depending on which program you run, purge does one of the following:
  • Copies records to a purge table. The system marks the original records as purged and then deletes them from the system.

  • Removes information from the system.


40.2.2 What Information Can You Delete or Purge?

You can delete or purge the following information from your system.

Action Records
Delete You can delete:
  • Account master records

  • Business unit/company records

Purge You can purge:
  • Prior year journal entries

  • Prior year account balances

  • Bank statement header records

  • Bank statement detail records