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Introduction

This document provides instructions for deleting a customer Account Number and Ship to Code. 

Warning
*** 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.Image Removed

Image Added

• 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.

1.          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)?

• Enter “Y” to delete or N “N” to discard.

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Are you sure you want to delete this data (Y/N)?

• Enter “Y” to confirm or N “N” to discard.

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Delete Ship To

Code 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

press Enter.

• Follow the on-screen prompts.

Delete this Data (Y/N)?

• Enter “Y” to delete or N “N” to discard.

Image Added               

Are you sure you want to delete this data (Y/N)?

• Enter “Y” to confirm or N “N” to discard.

Image Added

To view and download these instructions as a PDF file, click on the following document image.

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