Generating customer purge

Use this procedure to delete all of the customers that are assigned to a specific company or customer group. You must delete customers based on the number of months that elapse after the last customer activity date that you assigned in Customer Delete Months. You can periodically purge customers based on your data policies.
  1. Select Customer Purge.
  2. Select Company or Customer Group, but not both.
  3. Specify this information:
    Delete Audit Records Only
    Select whether to delete audit records.
    Cut Off Date
    Specify the cut off date that is used to define customer audit records.
    Set Customer For Deletion
    Select whether to change the customer status and print a report showing customers whose status is changed.
    Archive Records
    Select whether to copy the records to disk before they are deleted.
    Customer
    Select a customer to purge records for that customer.
    Start Date
    Select the customer start date to define the customer records to purge.
    Major Class
    Select the major class to define the customer records to purge.
    Minor Class
    Select the minor class to define the customer records to purge.
    Credit Analyst
    Select the credit analyst to define customer records to purge.
    Sales Representative
    Select the sales representative to define customer records to purge.
  4. In the Report Distribution section, select distribution lists and export types for these reports:
    • Customer Purge Report
    • Group Customer Purge Listing
  5. Click Submit.