Archive/Delete Transaction Data (optional)
You can reduce the time required to complete the conversion process by archiving and deleting as many records as possible before conversion. This action is optional, but recommended.
You can use the following functions to archive and delete data:
• GL Transaction Consolidation (25.13.11, glcons.p)
Transaction consolidation should include all accounts and be done for single accounting periods per consolidation.
Warning Do the consolidation by period, not account, and preferably by month as opposed to by year. For consolidation by year, any given account has an opening balance but zero period amount for any period other than the period for the consolidation effective date.
• Invoice History Delete/Archive (7.13.23, soivup.p)
• Uninvoiced Receipt Delete/Archive (28.22, aprcup.p) *
• Uninvoiced Logistics Charge Delete/Archive (28.21, aplaup.p)
• Closed PO Receipt Delete/Archive (5.22, porcup.p) *
• Closed PO Delete/Archive (5.23, popoup.p) *
• Supplier Schedule Delete/Archive (5.5.3.23, rsdel.p) *
• PO Shipper Delete/Archive (5.13.23, rsscdel.p) *
• Customer Schedule Delete/Archive (7.5.23, rcdel.p) *
• PRO/PLUS Sequence Schedule Detail Delete (7.5.4.22, rcsqscdl.p)
• Shipper Delete/Archive (7.9.23, rcsdel.p) *
• Container Delete/Archive (7.7.23, rcctdel.p) *
• Expired Quote Delete/Archive (7.12.23, sqqoup.p)
• Inventory Transaction Delete/Archive (3.21.23, ictrup.p) *
• Zero Balance Delete/Archive (3.23, icldup.p)
• Cost Set Delete (30.23, cscsdel.p)
• Intrastat Delete/Archive (2.22.23, iehup.p)
• Retired Asset Delete/Archive (32.23, fartup.p)
• Tag Delete/Archive (3.16.23, pitdup.p)
• WIP Lot Trace Delete/Archive (3.22.13.23, wldel.p) – PRO/PLUS Module
• Intersite Request Delete/Archive (12.15.23, dsdmup.p)
• Closed Intersite Demand Delete/Archive (12.17.23, dsdoup.p)
• Product Structure Delete/Archive (13.23, bmpsdel.p)
• Routing Delete/Archive (14.13.23, rwrodel.p)
• Work Order Delete/Archive (16.23, wowoup.p)
• Operation History Delete/Archive (17.23, sfopup.p)
• Cumulative Work Order Delete/Archive (18.23.2, recwoup.p)
• PCR/PCO Delete/Archive (1.9.15, ecarcdel.p) – PCC Module
• Lot Master Delete/Archive (1.22.23, clltup.p) – Compliance Module
• Service/Repair Order Delete/Archive (7.23.23, srsroup.p)
• Closed Project Delete/Archive (10.23.23, pjpjup.p) – PRM Module
• Call/Quote History Delete/Archive (11.1.1.23, fscaarc.p)
• Service Request Delete/Archive (11.1.15.23, fssrarc.p)
• Field Notification Delete/Archive (11.3.12.23, fsfnarc.p)
• Contract Delete/Archive (11.5.13.23, fssaarc.p)
• Revenue Delete/Archive (11.5.18.23, fsdefarc.p)
• Flow Delete/Archive (17.21.23, flschup.p)
• QM Test Results Delete/Archive (19.26.22, mpcaup.p)
• QM Quality Order Delete/Archive (19.26.23, qcqcup.p)
• Family Hierarchy Delete/Archive (33.3.23, spfhup.p)
• Operations Plan Delete/Archive (33.15.23, spfpup.p)
• Simulation Delete/Archive (33.17.23, spfspup.p)
* These activities provide the greatest benefit.
To archive or delete data, start the desired utility by entering the utility name (or menu number) on the command line. After you have completed any deletion or archiving, skip to
Global Tax Management Conversion (pre-eB).