Purge Criteria - General Journals
When you select all desired options in the Purge wizard and then start the purge process, the wizard analyzes whether individual transaction and maintenance records can be deleted based on a number of criteria. This topic describes the criteria that determine when general journal entries (including account beginning balances) will not be purged.
A general journal entry is retained if one of the following is true:
- The transaction date is greater than the purge-through date.
- The transaction is related to a job that cannot be purged.
- The transaction uses a general ledger account that requires reconciliation AND the transaction has not been reconciled.
- The transaction is a reversing entry, in which case both the original and the reversing parts of the transaction must be able to be purged. So, for instance, if the reversing transaction covers an open accounting period, neither part of the transaction would be purged.
- The transaction was reconciled after the purge-through date.