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 get cleared. ***

Procedure

Delete Account

From the Optifacts main menu:

Select Option3 – Editor Utilities and press Enter.

Select Option1 – Customer Database Editor and press Enter.

Select Option9 –Delete an Account and press Enter.

The Customer Database Modifications screen is displayed.

Enter the Company code.
Enter the Branch code.
Enter the Sales Territory code.
Enter the Account Number.

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

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

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

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

WARNING: Any Ship-To codes associated with the account also get deleted.

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” to discard.

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

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

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Optifacts Knowledge Base

Delete Account Number & Ship To Code

Introduction

Procedure

Delete Account

Delete Ship To Code Only