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Remove Project Accounting History?

Posted on by 2,990

Hi,

My client has twelve years of project accounting history and wants to remove some.

In the Project - Utilities menu I only see the remove cost and billing history. What is the process to remove project history?

Thanks,

Linda

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  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Moderator on at
    RE: Remove Project Accounting History?

    Hi Linda,

    Your question is over 6 months old, so I guess by this time you probably figured it out..

    I've been working with PA in GP for almost 10 years and that was one of the things that frustrated me. Though there are sets of historical tables like in the other GP modules (SOP, POP), the process of moving data from work/open to history is less clear-cut IMHO. Some detail records are moved to history tables like Timesheets and Expenses, some data always remains in setup tables (like contracts, projects and cost categories).

    One way of deleting contract data is by using this form : Project > Utilities > Mass Contract Delete

    Or use the PA Clear form in the maintenance : Microsoft Dynamics GP menu > Maintenance > PA Clear Data

    As an example, the following tables are holding the historical data for Employee TS transactions, so when you select the "PA Timesheet Transactions History" to clean up, it will wipe out data from 3 tables that are assigned to TS history

    ScreenCap-2019_2D00_11_2D00_04_5F00_094814.png

    This page might help you to understand the PA table structure:

    gptables.azurecurve.co.uk/.../

    Hope this helps,

    B@

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