Delete Prior Year Transactions

Use this option to delete all transactions for the fiscal year selected, with the exception of uncleared checks and accounts payable records. Deleting these records saves disk storage space but is not required. However, do not run this option until the year selected has been closed.

If you also want to delete vendor check history records, do not delete prior year transactions until you run the Periodic Processing > Purge Vendor Check History option.

Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > Delete Prior Year Transactions

Prerequisites

Complete the following before running the Delete Prior Year Transactions option:

• Back up the Fund Accounting database in case you need to restore the records deleted.
• Verify that all year-end closing procedures were run for the year affected.
• Run Audit Trails reports and site-specific detail reports.
• Run the Purge Vendor Check History option, if desired.

Deleting Prior Year Transactions

1. Select Fund Accounting > Periodic Routines > Periodic Processing > Delete Prior Year Transactions to display the Delete Prior Year Transactions page.
2. In the Year to Delete field, enter the year of the transactions being deleted.
3. Click OK.
4. If the Purge Payment History option has not been run for the year selected, a Warning will display indicating that vendor payment history exists. If you proceed without purging the payment history first, you will not be able to purge the payment history in the future.
   Click OK.
5. In the confirmation dialog, click Yes to delete the transactions.