Customer History Purge
This selection is used to purge or remove customer history from the Customer History. The history is deleted by a specified date. Before performing this routine make sure you have a system backup and you have a history report which includes the history records to be purged.
To open, click Tools from the Menu and Customer History Purge.
Or, use the keyboard
shortcut: [ALT] [t] [p].
Customer History Purge Window Example:
Customer History Purge Prompts |
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To select the services to age, click to check the appropriate services listed. Tip:
To quickly select or de-select
all services listed,
click Check All |
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To select the companies to age, click to check the appropriate companies listed. Tip:
To quickly select or de-select all
companies listed, click Check
All |
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To select the finance periods to age, click to check the appropriate finance periods listed. Tip:
To quickly select or de-select all
finance periods listed, click Check
All |
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Purge Date |
Enter the date that all history records prior to will be deleted (mm/dd/ccyy). |
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To start the Customer History Purge, click Proceed or press [ENTER]. Keyboard shortcut: [ALT + p] Or to escape without performing the
Customer History Purge, click Cancel
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After clicking the Purge button, the process begins, and the status bar displays the message Processing . . . until the purge is complete. When complete, the routine completion dialog box displays.
To close the window, click Done or press [ENTER].Keyboard shortcut: [ALT + d] |
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Important: