Delete archived transactions (Sales Ledger)

This is only applicable if you have set the ledger to keep archived transactions. If so, archived customer transactions are stored in a separate archive file once they have exceeded the history length on the customer's account. You will need to delete transactions from the archive file at times, to improve processing speed. Depending on disk space, you may need to perform this activity annually, quarterly or even on a monthly basis.

There are a number of options available. You can:

  • Remove archived transactions for all customer accounts.
  • Remove archived transactions for a single customer account.
  • Remove archived transactions in a given date range.

You must have:

  • Ensured that there are no other users on the system.

To purge transactions

Open: Sales Ledger > Utilities > File Maintenance > Purge Transactions.

  1. Select whether you want to delete entries on a single account or all accounts on the ledger.
  2. If you have selected deletion for a single account, display the customer account you want to delete.
  3. Specify whether you want to remove archived transactions in a given date range. To delete all the transactions for a customer, leave the date range boxes blank.
  4. Click Delete.
See also

Overview

Removing data

Archiving data

Other tasks

Delete archived transactions (Purchase Ledger)

Delete archived sales and purchase orders and returns

Delete archived stock history

Delete archived batch/serial history

Reference

Customer defaults (SL settings)