Business-to-Business Trading > Invoice, Credit & Debit Note Export Purge

Invoice, Credit & Debit Note Export Purge

You use this program to remove exported invoices, credit notes and debit notes that are no longer required.

EDI Invoice Export Purge

Field Description
Start Processing Select this to delete records according to the selection criteria specified.
Print Select this to print the information currently displayed in the Report output pane.
Save Form Values This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the program is run in automated mode.

Form values and defaults are applied at operator level. They are not saved at role or group level.

Information

Field Description
Invoice export purge  
Delete documents before Indicate the cut-off date according to which exported invoice, credit note, and debit note documents must be removed from file.
Only delete transmitted documents Select this to delete only those invoice, credit note, and debit note documents which have been transmitted to the EDI trading partner.
After processing completed

These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design).

Report

This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.