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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 get 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 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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