Contents of the Purge Customers Screen

Use the fields and options to configure the Purge Customers screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Range

Use this group box to select the customers to be purged and the period for which you want to purge customers. Costpoint will use this period ending date as a reference point for the purge. If, as of that date, a customer has any open balance, cash receipts history, or unposted bills or invoices, or if the customer exists on the Manage Project User Flow screen in Costpoint Project Setup, the customer will NOT be purged.

Customer

Field	Description
Options	Use the drop-down list to select the range of customers to include in this purge. The options are: All: Select this option to include all available customers. The Start and End fields are disabled for this option. One: Select this option to include only one customer. Enter the customer in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of customers. Enter the beginning customer for the range in the Start field and the ending customer of the range in the End field. From Beginning: Select this option to include all the customers from the beginning of the available customers to a specific customer in the range. Enter the last customer for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the customers that range from a specific customer to the end of all the available customers. Enter the customer from which the range should begin in the Start field. The End field is disabled for this option.
Start	If you selected One, Range, or To End in the Customer Options field, enter the starting customer for the alphabetical range to include in the purge. If you selected All or From Beginning in the Customer Options field, the Start field is unavailable.
End	If you selected, One, Range, or From Beginning in the Customer Options field, enter the ending customer for the alphabetical range to include in the purge. If you selected All, One, or To End in the Range field, the End field is unavailable.
Non-Contiguous Range	Select this check box to specify non-contiguous ranges within the range of customers that you selected. You specify the non-contiguous ranges using the Customer Non-Contiguous Ranges subtask on this screen.

Accounting Period

Field	Description
Options	This field displays One to indicate that you can purge customers for one fiscal year and period.
Fiscal Year	Enter, or use the drop-down list to select, the fiscal year from which you want to purge the customers.
Period	Enter, or use the drop-down list to select, the period from which you want to purge the customers.

Options

Print Option

Field	Description
Print/Purge Customers that Pass Validation	Select this check box to purge all selected customers that pass validations. If this check box is NOT selected, the purge process will stop when the system encounters a customer with a balance that is not zero, that exists on the Manage Project User Flow screen in Costpoint Project Setup, that has unposted bills or invoices, or that has cash receipts history.
Print List of Purged Customers	Select this check box to print a list of all customers selected for deletion before you activate the purge process. Although you can execute this purge without first printing the list, Deltek suggests that you always print the list first to review before you begin the purge process. If this check box is cleared, only the Purge Customers button on the toolbar is available (you will not be able to print).

Subtask

Subtask	Description
Customer Non-Contiguous Ranges	If you selected the Non-Contiguous Range check box on this screen, click this link to open the Customer Non-Contiguous Ranges subtask and enter non-contiguous ranges of customers.