SUMMARY
This article describes how to keep setup records and master records while removing transaction records.
SYMPTOMS
After you start over in Microsoft Dynamics Great Plains (GP), Project Accounting, you see unwanted data, such as old transaction records.
RESOLUTION
To remove transaction records, and keep setup records and master records, follow these steps:
1. Close Microsoft Dynamics GP
2. Make a backup of the company database.
3. In Microsoft SQL Management Studio, run delete statements on all PA tables in the company database except PA0* tables (master records) and PA4* tables (setup tables). Important Note The following tables are not Project Accounting tables and should not be deleted:
Refund Checks tables
PA00001
PA00002
PA00010
PA50100
PA50102
PA50103
PA50105
Lockbox tables
paActvty
palbCash
palbdtl
palbInvc
palbmstr
palbrdty
palbsetp
4. If you want to remove the Templates in Project accounting then run delete statements on the following tables:
PA41301
PA41304
PA41401
PA41409
5. Make another backup of the database and then run PA Reconcile to clear the summary figures in the tables. To do this, follow these steps:
a. On the Microsoft Dynamics GP menu, click Tools , click Utilities , click Project , and then click PA Reconcile .
b. Run PA Reconcile for all of the options listed on under Reconcile Totals by selecting the appropriate options.
c. Click OK
6. Run PA Reconcile Periodic to clear the periodic records in the PA01304, PA01221, PA01121 and PA00511 tables. To do this, follow these steps:
a. On the Microsoft Dynamics GP menu, click Tools , click Utilities , click Project , and then click PA Reconcile Periodic .
b. Select to include all customers.
c. Click OK
7. Run PA Check Links to clear the files. To do this, follow these steps:
a. On the Microsoft Dynamics GP menu, click Maintenance , and then click on PA Check Links .
b. Click All to add all of the Logical Tables.
c. Click OK