Clear History
Overview
Periodically, you should use the Clear History form to remove obsolete data from your Project and Job Costing system.
You can clear ranges of the following information:
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Printed posting journals
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Posted documents
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Transactions from the Committed Costs Audit List
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Transactions for closed contracts
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Closed contracts
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Posting errors
Before
you start
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Determine the dates through which to clear transactions and comments and the highest posting sequence number to clear.
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Print reports of the data you want to clear. For example, before clearing posting journals
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Print (to a printer or a file) a copy of each posting journal you want to clear.
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Create any outstanding general ledger transactions.
To clear obsolete information from Project and Job Costing:
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Open Project and Job Costing > PJC Periodic Processing > Clear History.
Click here for help on the fields on the Clear History form.
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Select the types of records you want to clear, then:
If you are clearing printed posting journals:
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Select the type of posting journal to clear.
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In the Through Posting Sequence Number field, type the number of the posting sequence through which you want to clear.
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Select the types of posting journals you want to clear at this time.
If you are clearing posted documents:
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In the Cutoff By field, indicate whether to clear posted documents that have a transaction date up to a specified transaction date or year and period.
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If you select Transaction Date in the Cutoff By field, specify the date in the Transaction Date field.
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If you select Year/Period, specify the year and period in the Year/Period field.
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Select the types of documents you want to clear at this time.
After you clear posted documents, you can view the transactions using the Transaction History form, but you cannot drill down to the document in the original entry form.
If you are clearing transactions for contracts that you have closed:
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Use the From and To fields to specify the range of contracts for which to clear transactions.
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In the Cutoff By field, indicate whether to clear transactions that have a transaction date up to a specified transaction date or year and period.
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If you select Transaction Date in the Cutoff By field, specify the date in the Transaction Date field.
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If you select Year/Period, specify the year and period in the Year/Period field.
If you are clearing closed contracts:
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Specify the range of contract numbers for which you want to clear closed contracts.
If you are clearing the Posting Errors report:
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In the Through Posting Sequence Number field, enter the highest posting sequence through which you want to clear. (The most recent posting sequence appears as the default.)
If you are clearing a range of transactions from the Committed Costs Audit List, specify:
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The ranges of contracts, projects, and categories for which you want to clear committed cost transactions.
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The transaction date up to which transactions can be cleared.
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Click Process.