Deleting Temporary Data

This topic provides an overview of temporary data deletion and discusses how to delete temporary data.

Page Name

Definition Name

Usage

Workflow Batch Parameters Page

BI_WF_OPTIONS

Designate the default number of days after which the system deletes temporary and extract bills.

Delete Bills Page

RUN_BI_DELDATA

Run the Billing Delete Data Process to delete temporary bills that have been approved, extract bills, and preload process staging entries in a batch.

Delete Temporary Bills Page

BI_TMP_DEL

Select and delete temporary bills that have been approved.

Delete Extract Bills Page

BI_EXT_DEL

Select and delete extract bills.

Delete Canceled Bills Page

BI_CAN_DEL

Select and delete canceled bills.

Billing maintains several tables containing temporary information. The data in these tables should be purged periodically or they may grow large enough to degrade system performance. The temporary data tables include:

  • Billing extract tables

  • Project Costing temporary tables

  • Accounting preload process staging entries

You can schedule the Billing Delete Data process (BIDELDATA) to run on a regular basis. The Billing Delete Data process uses parameters set on the Workflow Batch Parameters page to determine the age of the extract and temporary bills to be deleted. You can use the Billing utilities to manually delete selected temporary data that has been approved.

Use the Workflow Batch Parameters page (BI_WF_OPTIONS) to designate the default number of days after which the system deletes temporary and extract bills.

Navigation:

Set Up Financials/Supply Chain > Product Related > Billing > Define Workflow > Workflow Batch Parameters

Field or Control

Description

Delete Extract Bills, Number of Days Old

The number of days after which you want to purge old bills from the invoice extract tables.

Delete Temporary Bills, Number of Days Old

The number of days after which you want to purge temporary bills that have been approved from the project extract tables.

Use the Delete Bills page (RUN_BI_DELDATA) to run the Billing Delete Data Process to delete temporary bills that have been approved, extract bills, and preload process staging entries in a batch.

Navigation:

Billing > Generate Invoices > Utilities > Delete Bills

  1. Choose the types of data that you want to delete:

    • Temporary bills that have been approved.

    • Extract bills.

    • Accounting preload staging entries.

  2. Run the BIDELDATA process.

For temporary and extract bills, the process deletes any data that is older than the number of days specified on the Workflow Batch Parameters page. All temporary accounting preload entries that have already been successfully loaded to AR or GL will be deleted.

Note: You can set the BIDELDATA process to run regularly by setting a Recurrence value on the Process Scheduler Request page.

Use the Delete Temporary Bills page (BI_TMP_DEL) to select and delete temporary bills that have been approved.

Navigation:

Billing > Generate Invoices > Utilities > Delete Temporary Bills

Field or Control

Description

Select

Search for temporary bills that were approved by customer, contract, or project. Select All to display all of the approved temporary bills that are associated with the business unit.

Search

Click after selecting the Sel check box next to a bill to view the bill details.

Delete

Click after selecting the Sel (select) check box next to the approved temporary bills that you want to delete.

Use the Delete Extract Bills page (BI_EXT_DEL) to select and delete extract bills.

Navigation:

Billing > Generate Invoices > Utilities > Delete Extract Bills

Note: Purge the billing information from the extract tables often to increase the performance of the SQR (Structured Query Report) invoice report processes.

Field or Control

Description

Range Selection

Search for extract bills to delete using the provided parameters. Search for all extract bills, those within a specific process instance, or those that were added on a certain date.

Search

Click after you have specified the range parameters to retrieve the selected extract bills.

Delete

Click after selecting the Sel check box next to each of the extract bills that you want to delete.

Use the Delete Canceled Bills page (BI_CAN_DEL) to delete canceled bills.

Navigation:

Billing > Generate Invoices > Utilities > Delete Canceled Bills

Field or Control

Description

Business Unit

Select the business unit. This is a required field.

Canceled Bill Selection

The available options are the following:

  • All: Select to view all the canceled bills.

  • Customer: Select to view canceled bills of a specific customer.

  • Date Added : Select to view canceled bills within the specified date range.

Note: Canceled bills from Contracts/ Projects are not retrieved during the search. The Contracts/ Projects invoices must go through credit or credit/ rebill for the contracts/ projects information to be updated.

Exclude Template Invoices

Select to exclude template invoices in the search. Exclude Template Invoices check box is selected as the default option.

Exclude Adjustment Bills

Select to exclude adjustment bills in the search. Adjustment bills include bills with the following invoice types:

  • ADJ: Adjustment.

  • ACR: Credit.

  • ARB: Rebill.

Exclude Adjustment Bills check box is selected as the default option.

Select Bill Checkbox

Select the bill to be deleted. You can use Select All or Deselect All link to select/ deselect all the checkboxes.

Trash icon

Click to delete the selected bills.