Purging Drafts

The A/R Draft Purge utility deletes draft records, based on status. Only Cancelled, Paid, and Voided drafts can be purged. A register of the purged drafts is produced as an audit trail.

To purge A/R drafts:

  1. Open the A/R Draft Purge form.
  2. (Optional) By default, all drafts are purged, but you can select a range of drafts to purge instead.
  3. Select the status check boxes for the drafts you want to purge: Cancelled, Paid and/or Voided.
  4. To review the list of drafts that will be purged before actually deleting them, select Preview and then click Process. The grid at the bottom of the form is updated with the list of drafts that match your selection criteria.
  5. After reviewing the list and optionally making changes to the selection criteria, to purge the drafts, select Commit and then click Process.
Related topics
Accounts Payable Steps
Printing and Posting A/P Drafts