Field Definitions: CM Purge Form
The following is a list of field descriptions for the CM Purge form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Enter the CM account number for the statement(s) that you wish to purge. The account Description will display.
Select Purge Type
Purge Closed Statements and Account Detail – Select this option to purge closed statements and account detail.
Purge Auto Clearing File – Select this option to purge imported auto clearing files.
Purge Closed Statements and Account Detail Through
Enter the date through which to purge statements and account detail. The Last Statement Date and the Oldest Statement Date display on the form for information purposes. Because you cannot print reports for this data once the purge is done, you may wish to keep 1–2 year’s worth of statements on the system.
Purge Auto Clearing Entries Through
Enter the upload date through which to clear auto clearing entries. Press F4 for a list of Upload dates.