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 |
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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 |
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Options |
Use the drop-down list to select the range of customers to include in this purge. The options are:
|
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 |
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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 |
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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. |
- Related Topics:
- Customer Non-contiguous Ranges Subtask
Use the Customer Non-Contiguous Ranges subtask on the Purge Customers screen to create a non-contiguous range of customers to purge.