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Click here to view the Customer Database menu.

Click here to view the complete Optifacts Page User Documentation Index.

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Table of Contents (on this page)

Table of Contents
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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 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.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.

Image RemovedImage Removed                    
                                                                                

Account data displays. Delete this Data (Y/N)?

Type Y

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

Image Added                    

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

Type Y

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

WARNING: Any Ship-To codes associated

to

with the account

will

also

be

get deleted.

Image Added


Delete Ship To Code Only

To remove only a Ship To code from an account use menu option 10

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

follow

press Enter.

  • Follow the on-screen prompts.
         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             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)? [N]                          
                                                                                    

    • Delete this Data (Y/N)?

    Type Y

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

    Image Added               

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

    Type Y

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

    Image Added


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

    View file
    nameDelete Account Number & Ship To Code.pdf
    height250

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