RDA Systems Inc

What This Process Does

• When set to Manage PO IDs, there may be occasions when unused PO IDs need to be purged/deleted. This report can be run when PO IDs were created incorrectly. It can also be run at the beginning of the new fiscal year to delete PO IDs, that were created incorporating the year, which were not used during the ending of the previous fiscal year. New PO IDs would need to be created for the new fiscal year prior to adding any Purchase Orders (Setup → Manage PO IDs → Create PO IDs).

• NOTE: This does not purge/delete any actual Purchase Order; it simply purges unused PO IDs.

Best Practices

• Review Maintain PO ID Setup - Prior to running this process, review the existing PO IDs via Setup → Manage PO IDs → Maintain PO IDs → Browse, to determine the range of PO IDs that need to be deleted.

        https://rdasystems.freshdesk.com/a/solutions/articles/16000126419

Requirement

• Remove Deleted Records - After running this report, the deleted IDs (PURIDS) should be removed (Setup → Manage PO IDs → Remove Deleted PO IDs).

Purge Purchase Order IDs

1. Procurement → Purchase Orders → Setup → Manage PO IDs → Purge PO IDs
2. Range on Purchase Order IDs.
3. Click Update Database (there will not be any preview list to review).