Deleting Temporary Data
This topic provides an overview of temporary data deletion and discusses how to delete temporary data.
Page Name |
Definition Name |
Usage |
---|---|---|
BI_WF_OPTIONS |
Designate the default number of days after which the system deletes temporary and extract bills. |
|
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. |
|
BI_TMP_DEL |
Select and delete temporary bills that have been approved. |
|
BI_EXT_DEL |
Select and delete extract bills. |
|
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:
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:
Choose the types of data that you want to delete:
Temporary bills that have been approved.
Extract bills.
Accounting preload staging entries.
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:
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:
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:
Field or Control |
Description |
---|---|
Business Unit |
Select the business unit. This is a required field. |
Canceled Bill Selection |
The available options are the following:
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:
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. |
Click to delete the selected bills. |