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Introduction

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

Procedure:

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

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• 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.

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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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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)?

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

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

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

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• “N” to discard.

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

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