You can use the Purge Discrete Jobs window to purge information associated with discrete jobs that were closed in a now closed accounting period. You can purge all discrete job information or just selected information: details (material requirements, resource requirements, and operations), associated ATO configurations, or associated move and/or resource cost transactions.
Before purging a job, you can view detail and ATO sales order information for that job. You can also print one or all of the reports in the Discrete Job Packet for the job. See: Current Record Indicator and Discrete Shop Packet.
You must have at least one closed period for your organization. See: Period Close.
Navigate to the Purge Discrete Jobs window. The Find Discrete Jobs window appears.
Query to find one or more discrete jobs. See: Finding Discrete Jobs.
The Purge Discrete Jobs Summary window appears with the results of your query.
You can use the Pending Actions window to determine if there are pending transactions or conditions associated with a job. You cannot purge jobs if pending transactions or unprocessed documents exist. See: Viewing Pending Job Transactions.
From either the Purge Discrete Jobs or Purge Discrete Jobs Summary window choose the Operations button.
The operations, if any, required for the job are displayed. See: Viewing Job and Schedule Operations.
From either the Purge Discrete Jobs or Purge Discrete Jobs Summary window choose the Components button.
The component materials, if any, required the job are displayed. See: Viewing Component Requirements.
Note: When no routing exists, all components default to operation sequence of 1.
From the Purge Discrete Jobs Summary window choose the Sales Order button. See: Linking ATO Sales Orders and Discrete Jobs.
From the jobs displayed, select which to include in the purge. You can select and deselect jobs as required. .
Choose Purge from the Tools menu. .
The Purge Options window appears. See: Specifying Purge Options.