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Table of Contents (on this page)
Introduction
This document provides instructions for deleting a customer Account Number and Ship to Code.
*** 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 cleared. ***
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database Editor and press enter.
Type 9 –Delete an Account and press enter.
The Customer Database Modifications screen will display.
- Type the Company code and press enter.
- Type the Branch code and press enter.
- Type the Sales Territory code and press enter.
- Type the Account Number and press enter.
The Account data is displayed.
Delete this Data (Y/N)?
- Type Y to delete or N to discard.
Are you sure you want to delete this data (Y/N)?
- Type Y to confirm or N to discard.
WARNING: Any Ship To codes associated to the account will also be deleted.
Delete Ship To Code Only
- To remove only a Ship To code from an account use menu option 10 Delete a Ship To and follow the on-screen prompts.
Delete this Data (Y/N)?
- Type Y to delete or N to discard.
Are you sure you want to delete this data (Y/N)?
- Type Y to confirm or N to discard.
