Retain Copies of Records Prior to Purge History Journal Entries Processed

Need to retain copies of Munis journals before they are purged out of Munis GL.

• Purge
• Journal History
• Retain Data File

• Site must retain data files for old Munis Fiscal Year GL Journals before purging out of Munis.

1. Browse Munis > Financials > General Ledger Menu > End of Period Purge History Journal Entries
2. Select Unload
3. Type a user-defined file name at the prompt
   • The program does not check for existing files so be sure to enter a unique file name
   • 15 character limit
   • The path and file name display
4. Confirm data file has been correctly saved by utilizing
   • ASCII file that is PIPE special character ' | ' delimited and opens with notepad
5. Use File Transfer to locate an Exported File NOT found in Saved Reports

• 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 retain prior to moving forward with purge process
• 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 retail are not allowed the same rule for purge option

• UNKNOWN User ID File Name spooled file cannot be viewed in Saved Reports

• Some sites are required to obtain hard copies not just data file backups of purged Munis Journal data.