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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction
This document provides instructions for deleting a customer Account Number and Ship to Code.
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*** If an account number is being used in the system, such as having active invoices or jobs, you will not be able to delete the account until all associated records are cleared. *** |
Procedure
Delete Account
From the Optifacts main menu:
Type 3 Select Option3 – Editor Utilities and press enterEnter.
Type 1 Select Option1 – Customer Database Editor and press enterEnter.
Type 9 Select Option9 –Delete an Account and press enterEnter.
The Customer Database Modifications screen will displayis displayed.
- Type Enter the Company code and press enter.Type
- Enter the Branch code and press enter.Type
- Enter the Sales Territory code and press enter.
- Type Enter the Account Number and press enter.
The Account data is displayeddisplays. Delete this Data (Y/N)?
- Type Y Enter “Y” to delete or N “N” to discard.
Are you sure you want to delete this data (Y/N)?
- Type Y Enter “Y” to confirm or N “N” to discard.
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WARNING: Any Ship-To codes associated |
with the account |
also |
get deleted. |
Delete Ship To Code Only
To remove only a Ship To code from an account use menu option 10From the Optifacts main menu:
Select Option3 – Editor Utilities and press Enter.
Select Option1 – Customer Database Editor and press Enter.
Select Option 10 – Delete a Ship To and
followpress Enter.
- Follow the on-screen prompts.
Delete this Data (Y/N)?
- Type Y Enter “Y” to delete or N “N” to discard.
Are you sure you want to delete this data (Y/N)?
- Type Y Enter “Y” to confirm or N “N” to discard.
To view and download these instructions as a PDF file, click on the following document image.
View file name Delete Account Number & Ship To Code.pdf height 250