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 Overview

Use the following procedure to purge memos based on the selected module and memo type. You can further filter the memos to be merged by expiration date, memo date, reminder start/end date, and memo code.

 

To purge memos by type

1. Select Common Information Main menu > Memo Manager Maintenance.

Note You can also access Memo Manager Maintenance from the applicable module's Setup menu. The memo types are module-specific and reflect the module you are currently in.

2. Select the module that contains the memo types to purge. For more information, see Memo Manager Maintenance - Fields.

3. In the Memo Type field, select the memo type to purge.

4. In the Role field, select the role to purge the memo types from.

5. Click Purge. The Purge Memos window displays the fields by which you can filter memos to be purged. You can select filter memos to purge by expiration date, memo date, reminder start/end date, and memo code. For more information, see Purge Memos - Fields.

6. Click Proceed. A message appears prompting you to proceed. Click Yes to purge the memos based on the criteria that you selected. Click No to return to the Memo Manager Maintenance window.

The memo types are purged based on the selected criteria.