Summary
This article explains how to permanently remove (purge) an asset from Flexi Assets using the Asset Modification and Asset Purge screens. Purging is a two-stage process: first marking the asset for purge, then running the purge utility.
When to use this
- You need to permanently remove an asset record from the system
- An asset was entered in error and needs to be deleted
- A pre-asset needs to be reverted so it can be re-processed
Steps
- Navigate to Asset Modification — Go to Data Entry → Assets → Maintenance → Asset Modification.
- Select the asset to purge — Use the Asset Code lookup to find and select the asset you want to purge.
- Mark the asset for purge — Check the Purge checkbox on the asset record and save.
- Navigate to Asset Purge — Go to Utilities → Assets → Asset Purge.
- Enter the Company Code and Asset Category — Fill in the Company Code field and select the appropriate Asset Category from the dropdown.
- Select the Asset Code — Click the Search binoculars icon next to the Asset Code field to look up and select the asset you marked for purge.
- Run the purge — Click the Process button to complete the purge.
Troubleshooting
- The Purge checkbox is not available on the asset record → Confirm you are in the correct screen: Data Entry → Assets → Maintenance → Asset Modification. You may also need the appropriate user permissions to modify asset records.
- The asset does not appear in the Asset Purge search → Ensure you saved the asset record after checking the Purge checkbox in step 3. Also confirm the Company Code and Asset Category entered in step 5 match the asset's details.
- The Process button does nothing → Verify that an Asset Code has been selected using the search binoculars before clicking Process.
FAQs
Q: Will purging an asset remove its associated GL transactions?
A: No. When an asset is purged, the system does not modify existing GL transactions (such as Acquisition or Depreciation entries). If adjustments are required, you will need to enter a manual Journal Entry in Flexi Ledger.
Q: Can a purge be reversed?
A: It depends on how the asset was originally entered. If the asset was entered as a pre-asset, purging it will revert it back to a pre-asset, which can then be modified and re-processed. However, if the asset was entered directly into Flexi Assets (not as a pre-asset), the purge cannot be reversed.
Q: How do I know if an asset was originally a pre-asset?
A: Check the asset history or consult with your system administrator to confirm the original entry method before proceeding with a purge.
Contact us
If you still need help, contact the Flexi support team via the Flexi Support portal at tickets.flexi.com.