Accounting Seed allows you to purge the following non-critical data:

  • Accounts Payable Aging History - Used to document the balance associated with an account payable record for a given accounting period.
  • Accounts Receivable Aging History - Used to document the balance associated with a billing record for a given accounting period.
  • Integrity Report Entries – Used to check the integrity of Accounting Seed data entered into the transaction table.
  • Financial Report Results – Used to document information related to the execution of a standard or custom report definition. The financial report results aggregates information contained in the financial report result value records.
  • Zero Balance Financial Cubes – A Financial cube that has a zero balance for opening balance, current period, and year to date and has no related financial cube transactions.

Steps to purging non-critical data

1. Navigate to the Accounting Settings tab
2. Click on the purge data button
3. Select the records you would like to purge:

  • AP Aging History
  • Billing Aging History
  • Integrity Report Entries
  • Financial Report Results
  • Zero Balance Financial cubes
  • Note - For the AP and Billing Aging History, you must select a closed accounting period prior to clicking the purge button. You can only purge one accounting period at a time.

4. Click the purge button. This will generate a batch job in Salesforce. Once the job is completed, an email will be sent to the user who initiated the job indicating that the purge has been completed.

 

 

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6 Comments

  • 0
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    Rebecca Ralls

    Will zero balance budget cubes be purged in this process, too?  Because i have some zero balance budget cubes that had a balance, but now do not, and they are not going away. Can i delete them manually?

  • 0
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    Ryan Faulkingham

    Hi Rebecca,

    If you go to the financial cubes tab, then you will be able to delete these. 

  • 0
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    Rebecca Ralls

    Different question - Does the purge function remove current year or retained earnings cube types?

    I have a client that is trying to delete an old Accounting variable.  They went back to the beginning of time and changed the 2 journal entry lines that hit the GLAV. closed the periods - all the cubes were set to zero opening balance and zero current month activity.  but the current year earnings and the retained earnings cubes remain after the purge - in fact they were newly created when they closed up all the periods. 

    Any way of getting rid of them?  They won't let me delete them manually.

  • 0
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    Pedro Morales

    Is anyone experiencing issues when attempting to purge Financial Report Results?  The Apex batch job fails with the following error.  I have a client that has accumulated a significant amount of data that needs to be deleted.  Is manual deletion of the child data the only option here? 

    First error: Delete failed. First exception on row 0 with id a2T0e00000144vTEAQ; first error: DELETE_OPERATION_TOO_LARGE, Cascade deleting too many records: occurring when cascading to Financial Statement Result Value records: []

     

  • 0
    Avatar
    Tony

    Pedro,

    Please log a ticket if this issue persists. You can also navigate to the Financial Report results tab and purge the data records directly from here.

    Thanks,

    Tony

  • 0
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    Pedro Morales

    Thanks, Tony.  I manually deleted them with data loader using small batch sizes to avoid the DELETE_OPERATION_TOO_LARGE error.

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