Purge Criteria - Customers
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:
- quotes
- sales invoices
- The customer is used on any job that has not been purged.