## Purging Credit Card Transactions

This chapter provides an overview of purging credit card transactions and discusses how to:

- Purge credit card transactions.

- Set processing options for the Credit Card Expense Purge program.

### Understanding the Process to Purge Credit Card Transactions

Periodically, you might want to remove transactions from the Credit Card Transaction Interface Table (F09E150). You might remove records for:

- A specific date range.

- A specific transaction status.

- Employees who no longer work for the company.

- Duplicate transactions accidentally uploaded to the table.

To remove records, you run the Credit Card Expense Purge program (R09E151). The program provides processing options so that you can select records by date range and transaction status. You can also use data selection to specify other criteria.

When you run R09E151, the system automatically prints a report of the number of records it removed from table F09E150. You also have the option to print report details that include transaction information.

### Purging Credit Card Transactions

Select Advanced and Technical menu (G09E31), Credit Card Expense Purge.

### Setting Processing Options for Credit Card Expense Purge (R09E151)

Processing options enable you to control default processing for programs and reports.

Select

These processing options specify the selection criteria to purge credit card transactions.

1. Date range of records to purge. | Specify the beginning expense report date to use to purge records from the Credit Card Transaction Interface Table (F09E150). The system uses this processing option in conjunction with the Ending Expense Date processing option to locate the available records. Beginning Expense Date If you leave this processing option blank, all records with an expense report date on or before the date specified in the Ending Expense Report Date processing option will be purged. Ending Expense Date (Required) Use this processing option to specify the ending expense report date in the date range used to purge records from the Credit Card Transaction Interface Table (F09E150). The system uses this processing option in conjunction with the Beginning Expense Date processing option to locate the available records. You must specify a date for this processing option or the system will not purge any records.
2. Enter '1' to purge records with the transaction status: | Applied, Available, and In Dispute Specify purge options from the Credit Card Transaction Interface Table (F09E150) based on their transaction status. The system uses this processing option together with the date range specified in the Beginning Expense Date and Ending Expense Date processing options to locate the available records. Values are: Blank: Do not purge. 1: Purge.
3. Choose additional transaction statuses to purge. | You can specify two additional transaction statuses that the system uses to select transactions for purging. Values are: 0: Available. 1: Applied to Expense Report 2: In Dispute. 3: Non-Reimbursable. 4: Obsolete. You set up these values in the Credit Card Transaction Status UDC table (09E/CS). The system uses these processing options, together with the date range specified in the Beginning Expense Date and Ending Expense Date processing options, to locate the available records.

Print

This processing option specifies whether to print the details of the purged records.

1. Omit printing of purged records. | Specify whether to print the detail associated with records that the system has purged from the Credit Card Transaction Interface Table (F09E150). The system prints a report with the number of records purged, regardless of the value specified. Values are: Blank: Print. 1: Do not print.