Storage of Financial Account Transactions

To enhance performance, a system administrator can provide the number of days for which financial transactions must be maintained and limit storage of historical financial transactions data of financial accounts. The number of days indicates that all the financial transactions between the current day

Following is the process flow:

1. Sign into Oracle CX Sales as a System Administrator.

2. From Navigator, in Tools, click Scheduled Processes.

   Scheduled Processes page opens.

3. Click Schedule New Process.

   Schedule New Process dialog box opens.

4. Select Type as Job radio button.

   Schedule New Process dialog box opens.

5. In the drop-down list, corresponding to Name, click Search.

6. Enter Name as Delete Financial Transactions.

   Search and Select: Name dialog box opens.

7. In Search, for Name, enter Delete Financial Transactions.

8. Click Search.

9. Select Delete Financial Transactions.

10. Click OK.

    Schedule New Process dialog box opens. Name is displayed as Delete Financial Transactions.

11. Click OK.

    Process Details window opens.

    Note:

    For the Number of Days to Retain field, 90 days is the default value. You can change this value and specify any number of days to retain.

12. Click Advanced.

13. In the Advanced tab, click Schedule to run the deletion task periodically.

14. Corresponding to Run, As soon as possible and Using a schedule options are available. Select any one option.

15. Click Submit.

    Confirmation dialog box appears.

    On the Scheduled Processes Overview page, you can see that your job is submitted and status is Succeeded.

16. Navigate to Financial Account Transaction page.

17. Click Transactions tab.

    You can see that the financial account transactions within the past 90 days are retained.

    Note:

    Deleted data is no longer available and can't be retrieved.