Contents of the Purge Journal Entry History Screen
Use the fields and options to configure the Purge Journal Entry History screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
Field | Description |
---|---|
Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
Enter, or click
|
Selection Ranges
Journal Entries
Field | Description |
---|---|
Option |
Use this drop-down list to select the range of journal entry numbers to include. Valid options are:
|
Start/End |
Enter, or click
|
Fiscal Year
Field | Description |
---|---|
Start |
Enter, or click
|
Period
Field | Description |
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Option |
Use this drop-down list to select the range of periods to include. Valid options are:
|
Start/End |
Enter, or click
|
JE Types
In this group box, select the types of journal entries that you want to purge. You can purge more than one type in a single process.
Field | Description |
---|---|
Adjusting |
Select this check box to purge adjusting journal entries. |
Recurring |
Select this check box to purge recurring journal entries. Recurring entries are either repeated for a certain period of time or open-ended. Costpoint displays a warning message if you are purging before the end of the recurring entry's cycle. Purging these entries ends their recurrence. |
Reversal Adjusting |
Select this check box to purge reversal adjusting journal entries. |
Reversal Recurring |
Select this check box to purge reversal recurring journal entries. |
Project Transfer |
Select this check box to purge project transfer journal entries. |
Multi-Job Allocations |
Select this check box to purge multi-job allocations entries. |
Options
Field | Description |
---|---|
Print List of Journal Entries to be purged |
Select this check box to generate the Purge Journal Entry History report, a list of the journal entries that will be purged. Although you can purge journal entries without first generating the report, you should generate and review it. Retain the Purge Journal Entry History report after the purge is completed because it is the only audit trail available for this process. |
Purge Journal Entry History
To purge the selected journal entries, complete this screen and click Purge Journal Entry History on the Action menu.
To generate a copy of the Purge Journal Entry History report as part of the purge process, select the Print List of Journal Entries to be purged check box before you start the process. If you do this, you do not have an opportunity to review the report before the purge occurs, but the report provides an audit trail of the process.