Use the Purge Cash Receipts History screen to delete records from the cash receipts table.

This screen does not delete any information from the Accounts Receivable History table, so your customers' accounts receivable records remain accessible. Purging cash receipts makes more space available in your database. Run this process before you delete customers with the Purge Customers screen.

Customers cannot be purged if any of the following apply:

• The customer exists on the Manage Project User Flow screen in Costpoint Project Setup.
• The customer has a positive or negative A/R balance (not equal to zero).
• The customer has unposted bills or invoices.
• The customer has cash receipts history.

We suggest that you do NOT purge any information from open periods.

Items that represent a reimbursement to your company for repayment of a travel advance item are NOT be purged.

To prevent the accidental deletion of data, Deltek recommends that you restrict user access to this screen. Other users should be out of all Costpoint Accounts Receivable screens before you activate the purge process.

Following your company procedures, first identify which cash receipts should be included in your purge. You must verify that this data does not need to be retained in the system for future audits. This process can be run after you archive your records at year end or after an annual audit has been completed.

Although this process can be run at any time, you normally run this process to clear out unneeded records and free up database space. We suggest archiving cash receipts data before purging.