Quantum VS Help: File Maintenance

Record Card Clear Down

The Record Card Clear Down process deletes entries from the Record Card file.

To run the Record Card Clear Down process:

1. Either:

From the Home tab: under links, select Processes.

Or: From the Toolbar - Main Menu: select Tools > Show Processes.
OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.

The Processes record opens in a new tab, listing all Processes by Name and Category.

2. Use your mouse or [Tab] key to select the Record Card Clear Down process:

3. Select process options in the available fields as required, using the following as a guide:

Note: You may use your [Tab] key to move from one field to the next.

Field

Definition

From / To Account

If nothing is entered, the process will be run on all Customer Accounts.

To focus on a range of Customer Accounts, enter the first and/or last Account Number in the sequence as required.

If you don't know the Account Code you may enter it automatically using the Finder. To do this:

place your cursor in the From/To field;
click [F3] to make Customers active in the Finder;
in the Finder, locate the Customer you wish to add (see Finding Customers); then
double-click on the line in the Finder to add the Customer Account Code.

Delete Records Before

The process will delete entries from the Record Card file up until the date entered here. Today's date is entered by default but you may select an alternative if required.

Include Customer Sites

Check this field if you wish to delete Record Card file entries for Customer Sites.

The Include All Sites button will be selected by default, but you may select the Specific Site button and select a specific Customer Site. See Finding Customer Site Records.

Note: You may place your cursor within the field then click [F3] to bring up the context-sensitive Finder.

4. Click Start on the Toolbar - Sub Menu to begin running the process.

5. When the process has finished running, a Status message will be shown. Click OK to close this message. You may now close the Processes tab if you wish.

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