Purge and Archive Accounting Data

Purge and archive Process Manufacturing accounting data for a cost period using the Process Manufacturing Purge and Archive framework. The feature extends the framework to accounting data and adds Transaction Source to the cost period parameter set. This supports data-volume management for older accounting data while preserving control through retention policy checks. As with cost period data, the RCD states that Oracle recommends retaining costing data for a minimum of two years.

Steps to enable and configure

  1. Confirm that the accounting data falls outside the defined retention policy.
  2. Identify the legal entity.
  3. Identify the cost method code.
  4. Identify the calendar code.
  5. Identify the period code.
  6. Identify the transaction source.
  7. Run the purge and archive process for accounting data using those parameters.
  8. Review archive and purge results before removing accounting data permanently.

Tips and considerations

  • Oracle recommends retaining costing data for a minimum of two years.
  • Use Transaction Source to scope accounting data carefully before archive or purge processing.
  • Run test or validation processing first when available and review log details before final purge.

Key resources