How to run the Customer Ledgercard Removal program

1. Access this program by choosing Accounts Receivable-->End of Period-->Customer Ledgercard Removal.

2. Enter the order in which to print the report information. Options are Customer, Alpha, Salesperson/territory and Customer Class (K). The program defaults to C.

3. Select the beginning order choice to print. For instance, if you set the report to print in Alpha order, select the first alpha that should appear. Press F1 or $image\ex_allft_shg.gif$ to default to FIRST. Press F2 or $image\find_shg.gif$ to search of customers, salespeople and classes.

4. Select the ending order choice to print. For instance, if you set the report to print in Alpha order, select the last alpha that should appear. Press F1 or $image\ex_allrt_shg.gif$ to default to LAST. Press F2 or $image\find_shg.gif$ to search of customers, salespeople and classes.

5. Enter the branch or branches that you want to include. The branch or branches you enter must be valid in the system. Press Enter (CR) to default to the branch assigned to the terminal. Press F3 to default to ALL. Press F2 or $image\find_shg.gif$ to search.

6. Enter the last transaction cutoff date. The program removes records up through this date. Press F1 to default to the ending date of the last General Ledger period closed.

7. Enter the minimum number of ledgercards to keep (not remove) on file per customer regardless of the cutoff date (1-99). Press F1 to default to NO MINIMUM.

8. Enter YES to continue with the removal process.

9. The system displays processing info in the lower portion of the screen and displays a message about the records removed when processing is complete.

10. Press OK or F4 to exit the program