Accounting – Receivables Purge Help

1. Access PrismCore Admin application > Accounting tab > Receivables folder > Purge Parameters module.
   1. Review the Parameters and Values.
2. Access PrismCore Admin application > Help > Contents and Index line > Contents tab > Purge Parameters "book"> Purge Parameters module.

Note: To be able to access AR Help, you must have an AR module open.

1. With the presenter, review the Help topic, with a summary below.
   1. Introductory paragraph
   2. To set up…
   3. Note section. All values should be the same and matched with ICS values.
   4. See also section.
2. Note these parameters are used when Purge Applied Payments and Purge Financial Aid are done.

Workflow

1. Prepare the data.
2. Set the parameters.
3. Prepare for the process.
4. Start the purge.
5. Verify the results of the purge process.

Step 1: Prepare the Data

1. Verify what your parameters' values should be with many sources:
   • Key staff from all inventory locations
   • Buyers
   • Campus business office, auditors, accounting office, and any others
   • State regulations
2. Access PrismCore > Accounting > Receivables > Month End (Receivables) folder > Purge Applied Payments module.
3. To get further help, access PrismCore > Accounting > Help > Contents and Index > Contents > Purge_Applied_Payments > Prepare to Purge.
4. To get further help, access PrismCore > Accounting > Help > Contents and Index > Contents > Purge_Financial_Aid > Purge Financial Aid.

Step 2: Set the Parameters

1. To prepare for the AR purge, access PrismCore Admin > Accounting > Receivables > Purge Parameters module.
2. To get further help, access PrismCore Admin > Accounting > AR Help > Contents and Index > Contents > Purge Parameters.

Note: To be able to access AR Help, you must have an AR module open on the screen.

Step 3: Prepare for Process

Factors to consider when you are preparing for the process:

1. Single-user process
2. Super-user-only process
3. Timing – allow enough time

Step 4: Start Purge

Step 5: Verify Success

1. Access PrismCore > Accounting > Receivables > Aging Reports folder > Aging Reports module.
2. To get further help, access PrismCore > Accounting > Help > Contents and Index > Contents > Purge_Applied_Payments > Prepare to Purge > Step 11.