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Purge History Journal Entries

Purge History Journal Entries

Owned by Knowledge Assistant
Last updated: Mar 18, 2021
Description of Issue

Is it possible to purge prior year Munis journals?

Context
  • Purge
  • Journal History
  • Storage Space
  • Audit Information
Cause
  • Site has limited amount of storage space on server hard drive and backups.
  • State and local government rules & laws for data retention have expired.
Resolution

PREREQUISITES Step 1-4:

  1. Test process in Train or Test database to prove it can be accomplished successfully and with the desired results
  2. Backup Live Database in case Recovery is needed in result of any unforeseen problems in Live
  3. Ensure All users are logged out of Munis
  4. Retain Copies of Records Prior to Purge History Journal Entries Processed
  5. Browse Munis > Financials > General Ledger Menu > End of Period > Purge History Journal Entries
  6. Select Define
  7. Complete the Most Current Fiscal Year YYYY to Purge box (Example: YYYY = 2006)
    • It will also delete any unused journal numbers for any fiscal year before the one specified.
  8. Accept
    • The number of records selected displays
  9. Purge
  10. Warning! Delete records from the database. Are you sure?
    • NO for last chance to cancel purge request
    • YEC to complete the purge process
      • Deleted record count will display below under selected record count
Additional Information
  • Test process in Train or Test database to prove it can be accomplished successfully and with the desired results
  • Everything in the year entered and everything before the year entered is selected to purge.
  • The year must be at least 2 years prior to the value of the Current Year/Period box in General Ledger Settings.
  • Last Year and Next Year purges are not allowed
  • The Purge History Journal Entries program deletes posted Journals





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