- Site Configuration: Data to be included in the purge process. The following values are available:
- Financial A/P and Operational: Includes the operational entities and the associated financial A/P data in the purge request. Operational entities with associated A/R data such as A/R Vouchers will not be eligible.
- Financial A/R, A/P and Operational: Includes the operational entities and the associated financial A/P and A/R data in the purge request.
- Operational Only: Includes only the operational entities in the purge request. Operational entities with associated financial data such as A/P or A/R Vouchers are not eligible.
Note: If a candidate load or shipment is associated with canceled financial data, the load is considered a candidate for purge in the audit mode. But, the load is not purged in the purge mode.
- Enforce Full Shipment/Load Relationship Integrity:
- If selected, when a candidate load’s shipments pull in additional loads, the candidate load and the associated loads and their associated data must all match the purge parameters to be eligible for purging.
- If deselected, only the candidate loads that match the purge parameters are considered and purged, but additional associated data will not be pulled in for consideration. If the associated shipments of the candidate loads have shipment legs on other loads that do no match the purge parameters, the shipment and shipment legs are not included in the purge request. Shipment legs with purged loads are updated to the Load Purged status.
- Disregard Financial Status:
- If selected, as long as no financial data has been created for the candidate loads and the associated shipments, the candidates are eligible for purging
- If deselected, the financial status of loads and shipments is considered before including them in the purge process. Financial status of loads and shipments should be Voucher Matched or Financial Closed. G/L transactions should have reached the specified minimum G/L status. Status of charge details with a non-zero value should be Posted.
Note: This is valid only when you do not select the Operational Only value in the Site Configuration drop-down list.
- Minimum A/P G/L Transaction Status: The minimum A/P G/L transaction status for a load to be considered in the purge request.
Note: This is valid only when you select the Financial A/P and Operational value in the Site Configuration drop-down list and deselect the Disregard Financial Status check box.
- Minimum A/R G/L Transaction Status: The minimum A/R G/L transaction status for a load to be considered in the purge request.
Note: This is valid only when you select the Financial A/R, A/P and Operational value in the Site Configuration drop-down list and deselect the Disregard Financial Status check box.