View source for Help:AR1-Purge AR By Last Date

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{{Page title|Purge A/R By Last Date }}

This window titled ''Purge A/R Master File'' by Last Date enables you to remove old historical entries from the accounts receivable master file which have a last activity date on or prior to the cutoff date entered.  '''This option will not remove any A/R files which have an outstanding balance due'''.  Removing historical data is part of maintaining your data.  How long you keep historical data active on the computer is up to your specific needs.

[[File:Purge_AR_Master_File_by_Last_Date.png‎]]

{{Important tip|tip=IMPORTANT:  <ins>BEFORE</ins> you perform any purging process, you should do a complete backup of all MoverBiz data files.  If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.}}

'''Cutoff Date *:'''   Enter the cutoff date for this operation.  <ins>Any A/R file which has been fully paid AND with a last activity date on or prior to the date entered in this field will be purged (removed) from the system.</ins>  NOTE:  Press the [?] to the right of this field to activate a [[pop-up calendar]] which can be used to select the date.  Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time.  '''This is a required field'''.

'''Print Report:'''   Check this box if you wish to have a printed listing of all of the A/R files which are purged by this option.  This will generate a full detail listing of each file removed.  Point your mouse cursor to this field and left-click your mouse one time to check or uncheck this box, as appropriate.

'''[ Begin ]'''   Press this button to begin the purging operation.

'''[ Cancel ]'''   Press this button to close this window and return to the previous window without purging any files.  This button is disabled after the [Begin] button has been pressed.

'''Total Records:'''   This is an informational field only which displays the total number of records.  You cannot edit the information in this field.

'''Records Read:'''   This is an informational field only which displays the total number of <ins>records</ins> read during this operation.  You cannot edit the information in this field.

'''Records Purged:'''   This is an informational field only which displays the total number of <ins>records purged</ins> during this operation.  You cannot edit the information in this field.

'''[ OK ]'''   This button is enabled after the purging process is complete.  Press this button to close this window and return to the previous window.

'''[ Help ]'''   Press this button (if available) or the F1 key to view the Help text for this window.