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Contents of the Purge Allocation Basis Journal History Screen

Use these fields and options to configure the Purge Allocation Basis Journal History screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Field Description
Allocation Group Number

Enter, or click to select, an allocation group number to be purged. The default value is 1, which represents your primary allocation group. The non-editable field to the right displays the allocation group description.

Pool

Use these fields to select the pools that you would like to purge. 

Field Description
Option

Use this drop-down list to select the range of pools to include in the purge. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting pool number for the range you want to purge. If you select All or From Beginning in the Option field, this file is inactive.

End

Enter, or click to select, the ending pool number for the range you want to purge. If you select All, One, or To End in the Option field, this field is inactive.

Fiscal Year

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the fiscal year for the range you want to purge.

Period/Subperiod

Use this group box to select the periods that you would like to purge.

Field Description
Option

Use this drop-down list to select the range of subperiods to include in the purge. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start Period

Enter, or click the drop-down list to select, the starting period for the range you want to purge. If you select All or From Beginning in the Option field, this field is inactive.

Start Subperiod

Enter, or click the drop-down list to select, the starting subperiod for the range you want to purge. If you select All or From Beginning in the Option field, this field is inactive.

End Period

Enter, or click the drop-down list to select, the ending period for the range you want to purge. If you select All, One, or To End in the Option field, this field is inactive.

End Subperiod

Enter, or click the drop-down list to select, the ending subperiod for the range you want to purge. If you select All, One, or To End in the Option field, this field is inactive.

Process

Click to begin the purge.