Purging Closed Subsidiary Items

Screen ID:

Screen Title:

Panel Number:

PCLTRN-01

Purge Closed Subsidiary Items

7092

Access this screen by selecting Tool #702: Purge Closed Subsidiary Detail Items.

This screen is used to purge closed item information from the subsidiary database, when that information is no longer needed to match against G/L history. Credit union policy will generally dictate if and when these records are purged.

You may choose to delete just transaction history while keeping the actual item records intact, or delete the records along with the history.

Important Note! Items are selected based on the date when the subsidiary item itself was closed, even if you are only purging the history for that item.

Field Descriptions

Field Name	Description
Purge if subsidiary item was closed during a prior month of	Enter a month and year. Any items closed within that month will be included in the purge. Important Note! Items are selected based on the date when the subsidiary item itself was closed, even if you are only purging the history for that item.
Item type(s) to include	Use the Select button to select the subsidiary type(s) to include in the purge. If none are selected, all types will be included.
Purge	Select Purge Subsidiary items & history to delete the records and transaction history. Select Subsidiary history only to only delete the transaction history. Important Note! Items are selected based on the date when the subsidiary item itself was closed, even if you are only purging the history for that item.