How to Purge Sale Order Records in Order Management

Details
Purging old data creates space in your database and can improve performance of transactions and
maintenance. Please check with your planner in regards to how much sales order history is
needed for forecasting within your Company, before setting this up.
The Purge Orders concurrent program enables you to purge selected closed orders and their
workflow history. You first determine which orders you wish to purge by creating a Purge Set.
Once orders have been selected for purging within a purge set, you can then choose to purge the
entire set, a subset of the Purge set, or to cancel the purge. Details for how to set this up are
outlined below.

Purge Restrictions
Orders can only be purged if they meet the following conditions:

Orders must be closed.

No open demand exist for orders, open work orders, open invoices, open returns,
and open requisitions.

Order Tables Purged by Order Purge Concurrent Program

The following Order Management tables are purged of selected order data,
dependent upon the input parameters and a successful submission of the Order
Purge concurrent program.
1. OE_HOLD_RELEASES
2. OE_HOLD_SOURCES
3. OE_LINE_SETS
4. OE_LOT_SERIAL_NUMBERS
5. OE_ORDER_HEADERS_ALL
6. OE_ORDER_HOLDS
7. OE_ORDER_LINES_ALL
8. OE_PRICE_ADJ_ATTRIBS

9. OE_PRICE_ADJ_ASSOCS
10. OE_PRICE_ADJUSTMENTS
11. OE_SETS
12. OE_SALES_CREDITS
13. Additionally, Oracle Foundations (FND) tables will be purged of any
attachments for orders selected for purging by the Order Purge concurrent
program.

Purge Set Creation

A purge set is a set which will contain orders to be purged based upon user specified criteria.
Purge set can be created in the two following ways:

Purge Set Creation using the Create Purge Set Concurrent Program

Multi-selection of orders within the Order Organizer window and then invoking the
Create Purge Set Concurrent Program from the Tools Menu. Purge Set Creation
using the Create Purge Set Concurrent Program

To create a purge set by specifying the where (selection) condition:

1. Navigate to the Order Purge Selection concurrent Program
OM > Orders, Returns > Purge > Order Purge Selection
2. Within the Purge Set name field, enter a unique name to identify the purge set.
3. Within the Purge Set Description, enter a description for your purge set.
4. Optionally, determine if you wish to purge a single order number or range of order
numbers, by entering values for Order Number Low, Order Number High, or both input
parameters. All orders created within the range entered will be selected for purging,
provided other input parameters also enable purging.
5. Optionally, determine if you wish to purge orders for a specific Order Type by selecting a
value in the Order Type input parameter. All orders created that utilize the Order Type
selected will be purged, provided other input parameters also enable purging.
6. Optionally, determine if you wish to purge orders for a specific Order category by
selecting a value in the Order Category input parameter. All orders created that utilize the
Order Category selected will be purged, provided other input parameters also enable
purging.
7. Optionally, determine if you wish to purge orders for a specific Customer Name by
selecting a Customer Name in the Customer Name input parameter, provided other input
parameters also enable purging.
8. Optionally, determine if you wish to purge orders created on a specific date or range of
dates by selecting a value for the Creation Date Low, the Creation Date Order Purge /

Order Purge Selection Concurrent Programs High, or both input parameters. All orders
created for the date range specified are selected within the purge set, irrespective of the
current order status.
9. Click Submit.

Purge Set Creation by multi-selection

Create a purge set by selecting multi-selecting orders within the Order Organizer, and
then, from the menu, selecting Tools, Purge, Purge Set.
1. Enter the Purge Set name and a description for the purge set.
2. Click Submit to create a purge set with all the records (orders) you have selected within
the Order Organizer.

To Submit the purge Request

Navigate to the Order Purge window
OM > Orders, Returns > Purge > Purge Set
Query by Purge Set name.
Purge sets can be submitted for purge, exclude certain orders within the set from being
purged, or
completely deleted (provided the records have been previously purged).

To View Process Exceptions

If the selection criteria includes orders that do not meet the purge restrictions (order is not
closed, outstanding reservations exist, etc.) or if the purge process encounters an issue, a
process error occurs. These errors can be viewed by viewing the purge set within the Order
Purge window. Navigate to the Order Purge window is:
OM > Orders, Returns > Purge > Purge Set
For example, suppose when submitting the Order Purge Selection concurrent program a user
specified all orders for customer Business World. When you navigate to the Order Purge
window, you may find certain orders were ineligible for purge, and have been marked as such
(within error column, a note would display the order is not closed, and the Purge Eligible check
box is not enabled).