Purge Criteria - Employees

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 employees will not be purged.

An employee is retained if one of the following is true:

1. The employee is active.
2. The employee is used on any of the following transactions that have not been purged:
• payroll entries
• quotes for which the employee is a sales rep
• sales orders for which the employee is a sales rep
• sales for which the employee is a sales rep
• customer credit memos for which the employee is a sales rep
• receipts for which the employee is a sales rep
• time and expense tickets (Sage 50 Premium Accounting and higher)
3. The employee is the designated buyer for any inventory items that have not been purged.
4. The employee is the sales rep for any customer that has not been purged.