Purge Check Master File
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| Screen ID: | PPRGC-01 |
| Screen Title: | Purge Check Master File |
| Panel Number: | 1271 |
| Accessed by Tool Number: | 5172 |
To begin, enter Y and press Enter on the entry screen. See Special Conditions note below.
Special Conditions Apply Before Using the Check Master Purge
Because the Check Master file sometimes retains an OBJECT LOCK until the CU*BASE sign-off is performed, we recommend that everyone signs off of CU*BASE before this purge is processed.
Use the iSeries command to COPY the file you are going to purge to provide a backup file in QUERYxx. For example CHKMS can be named CHKMS2. This way you have the option to copy back this file to FILExx without losing any G/L data. Once the purge is completed successfully and verified, the copied file in QUERYxx can be deleted.
On the previous screen, you can answer "Yes" to the question of whether to run the purge between BOD and EOD. Enter a "Y" and press Enter. This will take you to this screen. No confirmation screen is presented.
Using this Screen
Purge Check History can be run on a monthly basis to purge checks that have a status of cleared, spoiled and void for a rolling 24 month retention (or whatever period you feel is appropriate).
For CU*Answers on-line credit unions, this purge is run every other month. Twenty-four months of the Check Register history is retained no matter what the check status is. Checks that have an Outstanding status are retained forever. Checks that have a status of VOID, Spoiled or Cleared are purged based on the date entered.
Enter your date value in the Year/month to purge data through (YYYY/MM) and check "Purge reconciled checks only" to purge only reconciled checks.
There is a report produced by this option (PPRGC) that can be archived. This report can be routed through OUTQ Report Control. Since each credit union have alternative report archival ‘e-doc’ vaults, follow credit union policies to perform your preferred archival procedure.