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