Difference between revisions of "How do I delete customer or supplier accounts?"
From Catalyst
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This article will explain how you can delete either a Customer''({{SL}})'' or a Supplier''({{ | This article will explain how you can delete either a Customer''({{SL}})'' or a Supplier''({{ | ||
PL}})'' Account. | PL}})'' Account. | ||
| − | {{Warning|However it is '''NOT''' advised to delete customers or suppliers as this will break any audit trails in the system. '''<u>{{Red|Once an account has been deleted it | + | {{Warning|However it is '''NOT''' advised to delete customers or suppliers as this will break any audit trails in the system. '''<u>{{Red|Once an account has been deleted it CAN NOT BE RETRIEVED}}</u>'''}} |
== More Information == | == More Information == | ||
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If the account you are deleting gets the message above then you will need to clear down the history on the account. For more details of how to do this please click [[How to process a month end#Clearing down|here]]. | If the account you are deleting gets the message above then you will need to clear down the history on the account. For more details of how to do this please click [[How to process a month end#Clearing down|here]]. | ||
| − | {{Warning|However it is '''NOT''' advised to delete customers or suppliers as this will break any audit trails in the system. '''<u>{{Red|Once an account has been deleted it | + | {{Warning|However it is '''NOT''' advised to delete customers or suppliers as this will break any audit trails in the system. '''<u>{{Red|Once an account has been deleted it CAN NOT BE RETRIEVED}}</u>'''}} |
== See Also == | == See Also == | ||
Revision as of 09:38, 5 December 2014
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article will explain how you can delete either a Customer(Sales Ledger) or a Supplier(Purchase Ledger) Account.
 | However it is NOT advised to delete customers or suppliers as this will break any audit trails in the system. Once an account has been deleted it CAN NOT BE RETRIEVED |
More Information
If you have created an account by mistake and nothing has been posted to the account, then you can simply go to:
- Customer Account
-
- " Sales Ledger Customer File Maintenance Add or Edit Customers".
- On "Search on:" enter the name of the customer.
- Highlight the account that you wish to delete.
- Press <F10> or click [Remove].
- Supplier Account
-
- " Purchase Ledger Supplier File Maintenance Add or Edit Customers".
- On "Search on:" enter the name of the Supplier.
- Highlight the account that you wish to delete.
- Press <F10> or click [Remove].
 | If either type of account has transactions a message will appear saying "Transactions have been found on this account.". The only option you have is to click [OK]. |
If the account you are deleting gets the message above then you will need to clear down the history on the account. For more details of how to do this please click here.
| However it is NOT advised to delete customers or suppliers as this will break any audit trails in the system. Once an account has been deleted it CAN NOT BE RETRIEVED |
See Also
