Purge Criteria - Customers
How Do I...
When you select all desired options in the Purge
wizard and then start the purge process, the wizard analyzes whether
individual transaction and maintenance records can be deleted based on
a number of criteria. This topic describes the criteria that determine
when customers will not be purged.
A customer is retained if one of the following is true:
- It is active.
- The customer is used on any of the following transactions
that have not been purged:
- quotes
- sales orders
- sales
- credit memos
- receipts
- payments or customer refunds
- time and expense tickets (Sage 50 Premium Accounting and higher)
- The customer is used on any of the following memorized
transactions:
- The customer is used on any job that has not been
purged.