How to Purge Sale Order Records in Order Management

Details

Purging old data creates space in your database and can improve performance of transactions and maintenance. Please check with your planner in regards to how much sales order history is needed for forecasting within your Company, before setting this up.

The Purge Orders concurrent program enables you to purge selected closed orders and their workflow history. You first determine which orders you wish to purge by creating a Purge Set. Once orders have been selected for purging within a purge set, you can then choose to purge the entire set, a subset of the Purge set, or to cancel the purge. Details for how to set this up are outlined below.

Purge Restrictions

Orders can only be purged if they meet the following conditions:

• Orders must be closed.
• No open demand exist for orders, open work orders, open invoices, open returns, and open requisitions.

Order Tables Purged by Order Purge Concurrent Program
The following Order Management tables are purged of selected order data,
dependent upon the input parameters and a successful submission of the Order
Purge concurrent program.

1. OE_HOLD_RELEASES
2. OE_HOLD_SOURCES
3. OE_LINE_SETS
4. OE_LOT_SERIAL_NUMBERS
5. OE_ORDER_HEADERS_ALL
6. OE_ORDER_HOLDS
7. OE_ORDER_LINES_ALL
8. OE_PRICE_ADJ_ATTRIBS
9. OE_PRICE_ADJ_ASSOCS
10. OE_PRICE_ADJUSTMENTS
11. OE_SETS
12. OE_SALES_CREDITS
13. Additionally, Oracle Foundations (FND) tables will be purged of any attachments for orders selected for purging by the Order Purge concurrent program.

Purge Set Creation

A purge set is a set which will contain orders to be purged based upon user specified criteria. Purge set can be created in the two following ways: 

• Purge Set Creation using the Create Purge Set Concurrent Program
• Multi-selection of orders within the Order Organizer window and then invoking the Create Purge Set Concurrent Program from the Tools Menu. Purge Set Creation using the Create Purge Set Concurrent Program

To create a purge set by specifying the where (selection) condition:

1. Navigate to the Order Purge Selection concurrent Program

OM > Orders, Returns > Purge > Order Purge Selection

2. Within the Purge Set name field, enter a unique name to identify the purge set.

3. Within the Purge Set Description, enter a description for your purge set.

4. Optionally, determine if you wish to purge a single order number or range of order numbers, by entering values for Order Number Low, Order Number High, or both input parameters. All orders created within the range entered will be selected for purging, provided other input parameters also enable purging.

5. Optionally, determine if you wish to purge orders for a specific Order Type by selecting a value in the Order Type input parameter. All orders created that utilize the Order Type selected will be purged, provided other input parameters also enable purging.

6. Optionally, determine if you wish to purge orders for a specific Order category by selecting a value in the Order Category input parameter. All orders created that utilize the Order Category selected will be purged, provided other input parameters also enable purging.

7. Optionally, determine if you wish to purge orders for a specific Customer Name by selecting a Customer Name in the Customer Name input parameter, provided other input parameters also enable purging.

8. Optionally, determine if you wish to purge orders created on a specific date or range of dates by selecting a value for the Creation Date Low, the Creation Date Order Purge / Order Purge Selection Concurrent Programs High, or both input parameters. All orders created for the date range specified are selected within the purge set, irrespective of the current order status.

9. Click Submit.

Purge Set Creation by multi-selection

Create a purge set by selecting multi-selecting orders within the Order Organizer, and then, from the menu, selecting Tools, Purge, Purge Set.

1. Enter the Purge Set name and a description for the purge set.

2. Click Submit to create a purge set with all the records (orders) you have selected within the Order Organizer.

To Submit the purge Request

Navigate to the Order Purge window

OM > Orders, Returns > Purge > Purge Set

Query by Purge Set name.

Purge sets can be submitted for purge, exclude certain orders within the set from being purged, or

completely deleted (provided the records have been previously purged).

To View Process Exceptions

If the selection criteria includes orders that do not meet the purge restrictions (order is not closed, outstanding reservations exist, etc.) or if the purge process encounters an issue, a process error occurs. These errors can be viewed by viewing the purge set within the Order Purge window. Navigate to the Order Purge window is:

OM > Orders, Returns > Purge > Purge Set

For example, suppose when submitting the Order Purge Selection concurrent program a user specified all orders for customer Business World. When you navigate to the Order Purge window, you may find certain orders were ineligible for purge, and have been marked as such (within error column, a note would display the order is not closed, and the Purge Eligible check box is not enabled).