• Mapping and Grouping
  • About Mapping
  • Group Number Properties
  • Groupings Database
  • Map Number Properties
  • Mapping Database
  • Mapping / Grouping Balances Worksheet
  • Assign Accounts to Map and Group Numbers
  • Create Group Numbers
  • Create Map Numbers
  • Purge Map Accounts
  • Set Up Flips
  • Tag Map and Group Numbers

Purge Map Accounts

Since accounts vary from client to client, the Mapping database can become large and unwieldy. To reduce the size of your Working Papers files and make map accounts more efficient, you can purge the unnecessary map accounts.

First, you must filter the map accounts to purge by creating purge criteria. Purge criteria contains the filter ID, dBase filter expression to use, and whether to keep or remove the map accounts that match the expression.

To create purge criteria:

1. On the ribbon, click Tools | Options | Purge.
2. Click New.... The Purge Criteria dialog displays.

3. Complete the options as required.

   Option	Description
   Filter ID	Enter an identifier for the purge criteria containing up to 20 alphanumeric characters.
   Description	Enter a description of the purge criteria and its intended result. This description displays in the Purge list of the Tools | Options dialog.
   Filter Type	Select whether to keep or remove the map accounts that match the filter. Keep only map accounts that match the filter expression Remove all map accounts that match the filter expression
   Filter Expression	Enter a database filter expression that specifies which map accounts to keep or remove. The filter expression can contain up to 510 alphanumeric characters. Filter expressions typically use the format Function(expression 1, expression 2, etc...) in any combination of values (including CLP codes), variables, or operators that yield a single value when calculated. Examples: Length(trim(map_no))<10 filters map accounts with a length less than 10. Left(map_no,2)="11" filters map accounts that begin with 11.
   Change unassignable maps to normal if all children are deleted	Select to switch unassignable parent map numbers to assignable if all of their child map numbers are purged.

   Click OK.

After creating the purge criteria, you can use it to filter and purge map accounts from the file.

To purge map accounts:

1. On the ribbon, click Tools | Options | Purge.
2. In the Purge list, select the purge criteria to use.
3. Click Purge now.

The map accounts matching the purge criteria are removed from the Working Papers file. Click OK to close the results dialog.