How to purge General Ledger history in Sage 100 ERP.

Resolution

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

Note: Use caution when purging history files. Always make a backup first. If necessary, seek the assistance of a qualified Sage business partner, computer or network technician.
  1. Open General Ledger, Setup, General Ledger Options
  2. Verify Years to Retain History **See Notes below
  3. Click Ok
Use the Purge General Ledger History option to remove history for any fiscal year previous to the current year.
  1. Open General Ledger, Utilities, Purge General Ledger History
  2. In the Fiscal Year list, select the year to be purged
  3. Click the Proceed button
Notes:
  • All records for years earlier than the selected year are also purged.
  • Current and future fiscal years cannot be purged.
The Fiscal Year list is blank if subtracting the Years to Retain General Ledger History field value (in General Ledger Options) from the current fiscal year results in a year older than the earliest stored fiscal year. For example, in ABC company, the current fiscal year is 2010, and the earliest stored year is 2008. If the Years to Retain General Ledger History field is set to 3 or higher, the Fiscal Year list is blank (2010 – 3 = 2007).