Purge F0911, F0411 and F0902

Hi folks.

I have been asked to purge our GL and AP transaction files and the GL balances for some of our prior (closed) fiscal years, to free up much needed space on our AS/400.

I have never had to run this before (the previous incumbent left no notes either) and would appreciate any tips, traps or hints regarding the purge process that I may not find in the manual.

I know you lot out there have a wealth of experience between you, and seemed the obvious candidates to turn to for advice !

Thanks

Steve.

There is a product out there, relatively cost effective, Arctools from
DCSoftware that may be of interest.

I have only had preliminary discussions with this vendor but they have
apparently has been working with JDE.

The biggest drawback to existing JDE purge programs revolves around the
"referential integrity" problems. You must know inter-relationship of
files impacted. I also note there are several SAR's out there for
financial related purges - check Knowledge Garden.

If you pursue, let us know the results... I will do same.

Hi Steve,

Whoa this is a goody!!.

There is a lot I can advise you on but there are many previous threads
(about 8-16 months ago) that you really should look at first. Search under
"PURGE" and "PURGING". Note also that not all of the posts and replies are
strictly correct. You must also read the user reference manuals for A/P and
G/L to get a bit of a feel. I have had what you might say is a fair bit of
experience running purges at various release levels A5.2 through A7.3 cum 12
(but not at A7.3 cum 10). There may be some "bugs" at A7.3 cum 10 so you
should contact the JDE response line and make sure you have the appropriate
"fixes".

In the meantime, realise that;-

- Purging of A/P is totally independent of G/L

- Purging of G/L transactions (F0911) is independent of purging G/L balances
(F0902)

- There is no need to summarise G/L transactions except for current Fiscal
Year (anyway purging current fiscal year is a bit of a no no)

Provided you make the "paradigm" shift to thinking within the JDE "square"
then everything is OK, in my simple opinion. However you do need to
undertake some serious (and sometimes forceful) consultation with the
controlling users of G/L and A/P before embarking on any purge process.

What other JDE systems are you using? They probably should also be purged
at the same time in an attempt to both maximise disk space saving and to
provide some form of commonality of history across the whole of JDE.

When you want more information, or want to bounce some ideas around, then
e-mail me direct. Otherwise we will be burning up the list unnecessarily.

Regards

Colin HUGILL
Consultant (A7.3 cum 12)
----- Original Message -----
From: "steven_lawrence" <[email protected]>
To: <[email protected]>
Sent: Monday, March 25, 2002 6:24 AM
Subject: Purge F0911, F0411 and F0902


balances for some of our prior (closed) fiscal years, to free up much needed
space on our AS/400.
either) and would appreciate any tips, traps or hints regarding the purge
process that I may not find in the manual.
seemed the obvious candidates to turn to for advice !
http://www.jdelist.com/cgi-bin/wwwthreads/showflat.pl?Cat=0&Board=W&Number=3
1309



Colin Hugill
Consultant
(World A7.3 cum12)

Steve,
The JDE purge programs work okay for G/L and A/P, in my experience. You
will want to test first in a test environment. There was an A/P bug at
7.3.12 that I had to get the new version for and install. On the G/L side,
you may want to look at doing the summarize for each year, then purge the
detail records flagged as summarized, for the F0911 file. The F0911 is most
likely your big file hog anyway. That process may get rid of enough records
that you can deal with the F0902 later. You should have accounting agree on
the number of years of history to maintain.
The A/P purge process handles both F0411, F0413, and F0414. You will
probably have to adjust your A/P integrity reports once you start doing A/P
purging, otherwise you will start seeing bunch of detail showing up due to
the purge that is not really a problem.

John Dickey
JDE Financial Systems Administrator/Programmer/Analyst
White-Rodgers, Division of Emerson
St. Louis, MO
314-577-1466

As with Colin, I've had to figure out how to purge just about everything in JDE at one time so you have lots of help out here. Do check out the archives, we went over this within the last 12 months. Also look at purging Recursive DW's (G81), Address Book Audit Log (if you have it on, F0101A, G0131), Menu Selection History (F0082H, create a version under P00PURGE). If you are using Sales and/or Purchasing, you can also look into purging F43199/F42199 files (via P00PURGE) if you are not using these historical files for anything. Just remember, no matter what purges you end up doing, you are going to have to do some RGZPFM's to really free that space up!

Programmer/Developer/Anything-They-Give-Me
World A7.3 c11

If you follow the instructions, it works fine.

However, the first part of purging the F0911 is a summarization step, which adds more records to your F0911 (1/account/year summarized) + the purge process writes the purged records to another file that you can save. Watch your disk space while this runs.

Also, after you have purged the records, you need to reorganize the file. Before you reorganize, print out a list of dependent logicals (DSPDBR) and delete them, then rebuild when the reorganize is complete. This saves alot of time.

Jean Driscoll
AS/400 Co-existent Xe SP15+17.1, Update 1/A73Cum12