Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Purge Customers

Use this screen to delete customers who have no current activity. You can purge one customer or a range of customers.

To prevent the accidental deletion of data, Deltek recommends that you restrict user access to this screen. Other users should be out of all Costpoint Accounts Receivable screens before you activate the purge process.

Following your company procedures, first identify which customers should be included in your purge. Verify that this data does not need to be retained in the system for future audits.

Before the purge process is activated, the system checks the status of all customers within the range selected for the purge.

A range of customers is NOT purged if any of them fit the following criteria:

  • A customer exists on the Manage Project User Flow screen in Costpoint Project Setup.
  • A customer has a positive or negative A/R balance (not equal to zero).
  • A customer has unposted bills or invoices.
  • A customer has cash receipts history.

Although the purge process can be run at any time, you should normally run this process to clear out unneeded customers and free up database space. Deltek suggests archiving customer data before purging.