Prune History

Navigator > Setup > Company > Utilities > Prune History

You can delete historical Transactions, Documents and Balances, outside the years of history retained. You can also optionally select to remove Inactive Masterfiles with no history once transactions and documents are pruned.

There is no requirement to prune history. Pruning history will reduce the size of the database and make file recovery faster but will not otherwise significantly affect speed of operation. Only Prune history you no longer require.

Warning: You will be prompted to back up your data before running this utility, as the process cannot be reversed. If you experience power or other failure during processing, restore the backup and perform the Prune History again.

Selections and Backup Confirmation will be recorded in the File Recovery log.


Module			The module(s) to prune. AR includes IN and OE modules. AP includes PO module.
Prune			Select to delete Transactions, Documents and Balances for masterfiles in the Module, for years not retained. See Retain below. Selected, data will be deleted for the selected module. Clear, data will not be deleted for the selected module.
Prune Inactive			Select to also remove Masterfiles flagged as inactive which have no transactions or balances after pruning. Selected, Inactive masterfiles will also be deleted. Clear, Inactive masterfiles will be retained.
Retain			The number of years of history to be retained. This defaults from the Setup > [Module] > Settings > Period tab > Retain Years History. The minimum allowed is 1 which will include the current and last year's data.
Actual			Shows the actual years of history available.
Prune			The number of years that will be pruned.
Prior To			Periods before this period will be pruned.
First History Period			Shows the first history period available.
Grid Toolbar
		Expand Toolbar `(Alt+F9)`			Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
		Customise `(Alt+F5)`			Opens Customise Fields, you can customise the fields visible in the grid.
		Select All `(Alt+A)`			Select all modules for pruning.
		Unselect All `(Alt+U)`			Unselect all modules for pruning.
		Select All For Prune Inactive			Select all modules selected for pruning, for prune inactive.
		Unselect All For Prune Inactive			Unselect all modules for prune inactive.
Buttons
	Run `(Alt+R)`			Selected records will be deleted.
	Cancel `(Esc)`			Discard changes and close the form.

Note: Custom tables can be pruned using MaxBasic scripting.