In addition to meeting the Record Category and Last Activity Date criteria that you select, records must meet other system criteria before the Purge program will delete them. This ensures that you do not inadvertently purge active records or records you need to keep for other reasons.
Supplier Schedule Purge Criteria
If you are purging invoices, the Purge program purges related invoice batches and invoice distributions, and related invoice validations, invoice validation history records, accounting entries, and payments. You can purge invoices that meet the following criteria:
Last Update Dates of the invoice and its distributions, and the Invoice Date, are on or before the Last Activity Date
Invoice is fully paid or is a zero-amount invoice
Invoice is transferred to general ledger
Invoice is not a prepayment, and no prepayments have been applied to the invoice
All of the invoice's payments meet the Payment Purge Criteria
No open encumbrances are associated with the invoice
All purchase orders referencing the invoice meet the Purchase Order Purge Criteria
If Oracle Assets is installed, all of the invoice's distributions were tested by Mass Additions
When you are purging invoices, the Purge program deletes both related payments and the accounting entries associated with those payments. You can purge payments that meet the following criteria:
Payment is transferred to general ledger
All of the invoices paid by the payment meet the Invoice Purge Criteria
Payments that are not reconciled and referenced by Oracle Cash Management. If you do use Oracle Cash Management, then you have already purged related records in Cash Management.
If you are purging suppliers that have bank account assignments, only the link to the bank account is deleted. The bank account is not deleted. You can purge suppliers that meet the following criteria:
Supplier is inactive, and the values of Inactive On and Last Update Date are on or before the Last Activity Date you specify
Supplier is not a parent company or subsidiary of another supplier
Supplier is not referenced by records in any operating unit in Oracle Payables, Oracle Purchasing, or Oracle Assets
All invoices and payments for the supplier meet the Invoice and Payment Purge Criteria
If Oracle e-Commerce Gateway is installed, the Last Update Date of any e-Commerce Gateway control table row associated with the supplier must be on or before the Last Activity Date. Also, no EDI transactions can exist in any e-Commerce Gateway interface table for any of the supplier's sites.
Supplier is not present on any active or inactive sourcing rule. Before purging the supplier, you must first purge the sourcing rule that is associated with the supplier.
Supplier is not referenced on any planning or shipping schedule
The RCV Open Interface tables can contain no rows referencing the supplier (intransit shipments through ASNs or barcoded receipts awaiting processing)
You can purge requisitions that meet the following criteria:
Requisition is cancelled or finally closed
All purchase orders referencing the requisition meet the Purchase Order Purge Criteria
Requisition must be supplier (rather than internally) sourced. Payables will not purge invoices sourced by Oracle Inventory.
If Oracle Supplier Scheduling is installed, the requisition cannot be referenced on a supplier schedule, nor can the approved supplier list or planning sourcing rules be impacted
Requisition is not Oracle Projects related
If you are purging purchase orders, the Purge program deletes related purchase requisitions, and receipts.
Note that once you purge receiving transactions and the associated accounting information, that you can no longer recost those accounting entries.
You can purge purchase orders that meet the following criteria:
You have not updated the header, line, shipment, or distribution after the Last Activity Date. Note that Oracle Purchasing automatically updates some of your purchase order information even if you are not in a purchase order window. For example, when you receive items against a purchase order, Purchasing automatically updates your purchase order shipment to reflect the quantity received.
You have not updated any releases for a blanket agreement that meets the purge criteria after the Last Activity Date
Purchase order is cancelled or finally closed
Any contract referenced on a standard purchase order meets the purge criteria
All online requisitions and all receipts referencing the purchase order meet the purge criteria
All invoices referencing the purchase order meet the Invoice Purge Criteria
No invoices match the purchase order (this condition applies only when you choose Simple Purchase Orders for the purge category)
Purchase order is not referenced in Oracle Inventory or Oracle MRP
If Oracle Supplier Scheduling is installed, the blanket release is not referenced on a supplier schedule
Purchase order is not referenced on an ASL
Purchase Order is not Oracle Projects related
If Oracle Supplier Scheduling is installed, you can purge supplier schedules that meet the following criteria:
The schedule must be for the organization specified in the Submit Purge window. For multi-org schedules, we purge the schedule line that meets the purge criteria. Once all lines associated with a schedule are purged, the whole schedule is purged.
The schedule header Last Update Date must be on or before the Last Activity Date
All releases of blanket purchase orders referenced on the schedule must be either closed or eligible for purging
For organizations in which CUM Management is enabled, schedules must have a horizon start date before the current defined CUM Period
The e-Commerce Gateway interface table does not contain the schedule
If Oracle Supplier Scheduling is installed, you can purge CUM Periods that meet the following criteria:
CUM Management is enabled for the organization specified in the Submit Purge window. For multi-org schedules, we purge the schedule line that meets the purge criteria. Once all lines associated with a schedule are purged, the whole schedule is purged.
The Last Activity Date must be after the CUM Period end date for the purge organization. All previous CUM Periods are purged.
The system date cannot be within the CUM Period
When a CUM Period is purged, all CUM Period items, all data for supplier planning and shipping schedules, CUM Period high authorizations, and CUM Period adjustments are also purged