PointForce Enterprise Purge Programs

PointForce Enterprise Purge Programs - Annually

Purge programs are designed to remove data from the database which in turn improves the performance of your system. If automation of any purge program is required, then contact smbservices@tecsys.com for a quote to write the scripts necessary for the automated process to run from the Windows Task Scheduler (i.e. "Scheduled Task" in Windows 7).

The following purge programs should be run annually:

Purge Program	Description	Recommendation
CC98 Historical Data Purge	Purges the SAAH (Actual Sales Rep Sales) and OBAH (Actual Sales Rep Bookings) and SACS (Commodity Sales) files. Records are permanently removed up to the entered purge year. SACS statistics are reported by SA80; SAAH and OBAH by Crystal Reporting.	Annually, leaving two or three years of history on file.
AR37 Purge Claims/Charge Backs	Deletes all Claims/Charge backs archived by AR36 and created on or before the chosen purge date. [File: ARCH]	Annually, leaving two or three years of claims on file.
AP88 Purge AP Invoice History	Permanently removes from the History File all of the AP invoices and associated check details which have an invoice date prior to and including the selected date and which have no amount owing and whose associated checks are not outstanding. These invoices will no longer show in AP45. Matched receipts accrual details are also removed from the Outstanding Receipts Accrual file. [Files: APIH/APIHP/APIHG/APRA/APRD]	Annually, leaving one to two years of invoices on file.
IC90 Purge Inventory Movement	Purges Inventory Movement transactions and/or Bin/Lot/Serial Movement transactions up to and including the entered purge date for ALL warehouses. Details will no longer show in IC45/V3 folder or report on IC80. [File: ICIM]	Bin/Lot/Serial Movement: See the help for Purge Programs Run Monthly Movement: Following a full physical inventory count, once it has been balanced, purge up to last physical count date. If using cycle counts purge annually leaving one year of movement history on file.
IC91 Purge Lot/Serial Transactions	Purges Bin/Lot/Serial records for a selected warehouse and is only relative to multi-bin installations, or lot-serial installations where invoice history and purchasing history has already been purged. Details will no longer show in IC45/V2 folder. [File: ICMS/ICMT]	Single Bin Warehouses: Without using Serial/Lot control, IC91 should not be run; with Serial/Lot control, Annually, leaving same amount as Invoice History. Multi Bin Warehouses: See the help for Purge Programs Run Monthly.
IN89 Purge Invoice History	Deletes invoice details from the Invoice History file and associated Payment History that are no longer required. You can purge by date or by invoice number. Note: Any invoice that still exists in the Account Receivable file is not deleted, regardless of the date or invoice range selected. Details will no longer show in SU45/I1 and C4 folders and invoices cannot be reprinted in IN50. [File: INIH/INID/INIDP/INIHP]	Annually, leaving seven years of invoice history on file.
OE89 Purge Bookings Info File	Permanently removes all of the orders currently in the Booking Analysis file which have a date prior to or including the purge date. These booking statistics are reported via Crystal Reporting. [Files: OBBH/OBBD]	Annually, leaving one or two years of order bookings on file.
PO87 Purge Weekly Purchases	Purges weekly purchases up to and including the calendar year you select. These statistics are reported via Crystal Reporting. [File: POWP]	Annually, leaving one or two years of purchasing history on file.
PO88 Delete Purchasing History	Permanently removes receipt and/or purchasing history from the PO History file up to and including the purge date you choose. You can select Receipts or Purchase Orders or both. Receipts: Based upon Receipt date; these stats are used by PO65/Revise Landing Factors. [File PORH/PORHL] Purchase Orders: Based upon Purchase Order date; details will no longer show in IC45/C3 or PO82 [Files: POPH/POPHL]. Stats will also be removed from the Purchasing History File viewed by iTopia. [Files: POHH/POHD]	Annually, leaving one or two years of history on file.
SA59 Purge Commission Archived	Purges all commission records archived by SA56 up to the specified date. [File: SAUCH]	Annually, leaving one or two years of commission history on file.
SA61 Purge Royalty Archived	Purges all paid Royalty records archived by SA58 up to and including the specified date. [File: SAURH]	Annually, leaving one or two years of royalty history on file.
SA94 Purge Weekly Sales	Purges weekly sales up to and including the calendar year you select. These statistics are reported via Crystal Reporting. [File: SAWS]	Annually, leaving one or two years of weekly sales history on file.