This process will remove the Posted Transaction Detail in the ledger and value type cost adjustments based on the number of retention periods established in Retention Options.
The Ledger and Value Record Retention Process will run as part of the Close End of Day (EOD) process if the user answers yes to the run retention prompt when running EOD. Or can be run manually by selecting Ledger and Value Retention.
The retention process requires exclusive use of all files. All users must be completely logged out of Netâ˘Yield for the retention process to be run.
It is highly recommended that you create a backup of the databases before running Ledger and Value Retention. The backup should be saved to an archive file so that the data may be accessed in the future.
After selecting Ledger and Value Retention:
The current retention periods are displayed, along with the warning "Requires Exclusive Use of Files!!!"
The following message will also appear: "Continue with retention processing? No/Yes."
The system will delete all transactions older than the settings defined in Retention Options.
| Available Actions | None |
Security Required : System - System Administration
| See Also |