Accounting Seed allows you to purge the following non-critical data:

  • Accounts Payable Aging History - Used to document the balance associated with an account payable record for a given accounting period.
  • Accounts Receivable Aging History - Used to document the balance associated with a billing record for a given accounting period.
  • Integrity Report Entries – Used to check the integrity of Accounting Seed data entered into the transaction table.
  • Financial Report Results – Used to document information related to the execution of a standard or custom report definition. The financial report results aggregates information contained in the financial report result value records.
  • Zero Balance Financial Cubes – A Financial cube that has a zero balance for opening balance, current period, and year to date and has no related financial cube transactions.

Steps to purging non-critical data

1. Navigate to the Accounting Settings tab
2. Click on the purge data button
3. Select the records you would like to purge:

  • AP Aging History
  • Billing Aging History
  • Integrity Report Entries
  • Financial Report Results
  • Zero Balance Financial cubes
  • Note - For the AP and Billing Aging History, you must select a closed accounting period prior to clicking the purge button. You can only purge one accounting period at a time.

4. Click the purge button. This will generate a batch job in Salesforce. Once the job is completed, an email will be sent to the user who initiated the job indicating that the purge has been completed.

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

3 Comments

  • 0
    Avatar
    Rebecca Ralls

    Will zero balance budget cubes be purged in this process, too?  Because i have some zero balance budget cubes that had a balance, but now do not, and they are not going away. Can i delete them manually?

  • 0
    Avatar
    Ryan Faulkingham

    Hi Rebecca,

    If you go to the financial cubes tab, then you will be able to delete these. 

  • 0
    Avatar
    Rebecca Ralls

    Different question - Does the purge function remove current year or retained earnings cube types?

    I have a client that is trying to delete an old Accounting variable.  They went back to the beginning of time and changed the 2 journal entry lines that hit the GLAV. closed the periods - all the cubes were set to zero opening balance and zero current month activity.  but the current year earnings and the retained earnings cubes remain after the purge - in fact they were newly created when they closed up all the periods. 

    Any way of getting rid of them?  They won't let me delete them manually.

Please sign in to leave a comment.