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Purge General Ledger Accounts
Purge General Ledger Accounts
Description of Issue
How to delete or purge ranges of GL accounts?
Context
- Delete/Purge
- Closed Status
Cause
Too many GL Accounts Mass Created or Imported and need to be removed in a range instead of one at a time
Resolution
- Test process in Train or Test database to prove it can be accomplished successfully and with the desired results
- Backup Live Database in case Recovery is needed in result of any unforeseen problems in Live
- Ensure All users are logged out of Munis
- Browse Munis > Financials > General Ledger Menu > End of Period > Purge General Ledger Accounts
- Define
- Complete the boxes in the Ranges group (ORG, OBJECT, PROJECT)
- Accept
- The program displays the number of account records selected in the status bar
- If the active set of records includes accounts that have activity, the program displays a message indicating that those accounts cannot be purged
- Click OK to generate a report of the transactions, or click Cancel to abort the process
- Output (PDF, Display/Preview, Print or Save Text) to save the range of accounts in the active set
- You must print or save the file before you click Process
- Click Process to complete the purge
- The program displays the following message: “These records should have been printed. Execute purge?”
- NO to abort, this is your last chance to cancel the purge process
- Click YES to continue
- If you select Yes, the program displays a confirmation message that the purge routine completed successfully.
Additional Information
- DO NOT SELECT SEGMENT FIND AT THIS TIME IT WILL TRIGGER ERRORS
- Accounts must be in a closed status
- Accounts cannot have any proof or posted journals
, multiple selections available,
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