Posted Item Data

If the records in the Item family meet certain criteria, you can remove or archive closed item information from these posted item data tables:

  • PS_ITEM

    • Has a closed status and has been closed for a designated amount of time.

    • Is not referenced by an active conversation entry that is less than 90 days old.

    • Has no associated customer statement detail records.

    • Has no associated customer dunning letter detail records.

    • Has no associated customer overdue charge detail records.

    • Has no associated payment worksheet activity (PS_PAYMENT_ITEM records).

    • Has no associated maintenance worksheet activity (PS_WS_ITEM records).

  • PS_ITEM_ACTIVITY

    • Are no longer needed for Unit Activity page inquiry or reporting.

      The Unit Activity page and reports show the beginning and ending balances of a business unit and the related financial events. The page and reports are based on the information contained in ITEM_ACTIVITY records.

    • No longer have corresponding pending item data.

  • PS_ITEM_ACT_VAT records that have been posted to the VAT ledger and are no longer needed for audit purposes.

  • PS_ITEM_DST records that have been distributed to your general ledger.

  • PS_ITEM_ACTTAX and PS_ITEM_ACTTAX_DTL records that contain tax information that are no longer needed for audit purposes.

  • PS_ITEM_AUDIT records that contain changes to posted items from item maintenance and are no longer needed.

  • PS_AR_IPAC_HDR, PS_AR_IPAC_SGL, PS_AR_IPAC_DETAIL records that contain information for the U.S. Department of Treasury for intra-governmental transactions that you no longer need to interface to the U. S. Department of Treasury.

  • PS_AR_CC_TRAN_HDR and PS_AR_CC_TRAN_TBL records that contain the source transactions for control budgets and are no longer needed.

  • AR_EE_ITEM_ACCTG_LN records that contain entry event information that has been distributed to your general ledger.

When all relevant conditions have been met for a given item family, remove the data from all thirteen tables at the same time.

You must remove the related CUST_CONVER_DTL records when you remove items and payments. This table ties conversations to items and payments.