Deleting Period Data

Administrators can use the Delete Period Data function to delete data for a combination of period, actuality, closing version / journal type and contribution version / automatic journal type. It is important to maintain the database and delete period data that is no longer used.

Procedure

  1. On the Maintain menu, click Database/Delete Period Values.
  2. You can specify filters for determining the values to delete. The following filters are available:
    • Actuality
    • Period
    • Closing Version
    • Contribution version
    • Journal Type; enabled by selecting the check box next to Closing Version. You can select multiple journal types.
    • Automatic Journal Type; enabled by selecting the check box next to Contribution Version. You can select multiple automatic journal types.
    • Available Companies; you can select multiple companies.
    • Available Forms; you can select forms within the specified company.
      Note: You can only select Forms if you have selected Closing Version/Journal Type REPO and Contribution Version/Automatic Journal Type BASE. If you have made any other selections for Closing Version, Contribution Version, Journal Type, and Automatic Journal Type, then you will not be able to select Available Forms.
  3. Select the items that you want to delete.
  4. Click the Run button to delete values from the specified companies and forms.

Results

The Duplicate window opens if the form contains accounts that are used in the selected form and if the accounts are also used in other non-selected forms. There are two delete options; Delete all accounts that are only used in selected form(-s) or Delete all accounts (both used in only the selected form and also in non-selected forms).