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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.
Warning |
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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 get cleared. *** |
Procedure
:Delete Account
From the Optifacts main menu:
Type 3 Select Option3 – Editor Utilities and press enterEnter.Type 3
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.
C U S T O M E R D A T A B A S E M O D I F I C A T I O N SCOMPANY BRANCH SALES TERRITORY ACCOUNT SHIP TO
CODE CODE CODE NUMBER CODE
──────────────────────────────────────────────────────────────────────────────
[ ]
──────────────────────────────────────────────────────────────────────────────
- Enter the Company code.
- Enter the Branch code.
- Enter the Sales Territory code and press enter.
- Type Enter the Account Number and press enter.
- C U S T O M E R D A T A B A S E M O D I F I C A T I O N S
COMPANY BRANCH SALES TERRITORY ACCOUNT SHIP TO
CODE CODE CODE NUMBER CODE
──────────────────────────────────────────────────────────────────────────────
A A A 10
──────────────────────────────────────────────────────────────────────────────
DELETING ACCOUNT ADDRESS
First Name: Last Name: BEST OPTICAL RETAIL
Contact : Telephone:
Attention : Country : USA
Street : 729 NEAR SIGHTED
Street :
City : ANYTOWN State/Prov:MN Zipcode: 23231
Stock Disc % : 0.00 Stock Frame Disc %: 0.00 Frame Disc % : 0.00
Discount % : 0.00 Serv chrg % : 1.50 Fixed Bin # : 0
Fedrl Tax Code : A State Tax Code : B Local Tax Code: C
Tax on Dlvry Nt: Y Credit Flg : C Credit Limit : 0.00
Billing Type : N Open Item : N Bill-To Acct : 10
COPAY: Tax Codes Used (0-2): 0 Disp Not Taxed (0-1): 0 Max Pay Tax (0-3): 0
Handling Fee : 0.00 Stk Suppress Prc: N
Delete this data (Y/N)? [N]
- .
Account data displays. 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.
Warning |
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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 10Code Only
From 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.
COMPANY BRANCH SALES TERRITORY ACCOUNT SHIP TO
CODE CODE CODE NUMBER CODE
──────────────────────────────────────────────────────────────────────────────
A A A 10 A
──────────────────────────────────────────────────────────────────────────────
DELETING SHIP TO ADDRESS
First Name: Last Name: BEST OPTICAL RETAIL
Contact : Telephone:
Attention : Country : USA
Street : 729 NEAR SIGHTED
Street :
City : ANYTOWN State/Prov:MN Zipcode: 23231
Modem Flag: N
Stock Qty: B Code2: A Courier (M-Z): M
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 to discard.
- “N” to discard.
To view and download these instructions as a PDF file, click on the following document image.
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