Purge Requisitions

You can purge requisitions that were closed in or prior to a given month.

Purging requisitions removes header records and all requisitions lines with a status of Complete. If any requisition lines are not complete, the system will not purge the header record. The purge process does not update PM Subcontract Detail.

To purge requisitions:

  1. Open the Requisitions tab on the PO Purge form.
  2. Iin the Purge Requisitions with a Date Through field, enter a date.
    Note: This field represents the date the requisitions where entered into the system.
  3. To purge all quote lines that are not associated with any requisition, select the Purge Orphaned Quote Lines checkbox.
  4. To purge all requisitions with a Denied status, select the Purge Denied Requisitions check box.
  5. Select Update.
    All of the requisitions that meet the criteria are listed in the Available Requisitions section.
  6. In the Available Requisitions section, select requisitions to purge using one of the following methods::
    • Highlight only the requisitions that you want to purge and select Add.
    • Choose all listed requisitions by selecting Add All.
    The selected requisitions display in the Requisitions to Purge section.
    Tip: You can use the Remove and Remove All buttons to move the requisitions from the Requisitions to Purge section back to the Available Requisitions section.
  7. Once all of the requisitions that you would like to purge display in the Requisitions to Purge section, select Purge.
  8. In the dialog box that appears, select Yes.