TRAVERSE Global v11.1

Purge Completed Invoices

Use the Purge Completed Invoices function to remove completed commission invoice records you no longer need. An invoice is completed when commissions have been paid to the sales reps on the invoice.

Before purging completed invoices, print the Commission Edit Register and the Commission Detail List to serve as an audit trail. Purging completed invoices deletes all commission history data for selected invoices.

  1. Use the Data Filter to select the range of invoices you want to purge, or leave the filter blank to include all available invoices.
  2. Select a cutoff date on which to stop purging completed invoices from the Purge Commission Invoices Completed Before field, or use the default, which is the current workstation date minus 30 days. The cutoff date will be looking at the date completed date and will purge any invoice with a completed date prior to the cutoff date.
  3. In the Purge Zero Commissions Invoices Before field, select the cutoff date on which to clear invoices that either have a zero invoice total or have a zero total on portions eligible for commissions (even if they are not marked as Completed).
  4. Click a command button to   
    5. Click To
    OK Purge completed invoices.
    Activity View the Activity Log for purging invoices.
    Reset Set all fields to their default values.