Customer Basic Procedures

You may want to delete inactive customers. Before deleting an account, be sure the customer's A/R balance is $0.00 and that there are no current orders for the customer. All sales and A/R history for the customer must also be purged before you delete the customer. Once the account is deleted, reports no longer show the customer name. This makes it difficult to find a history of transactions, which you may need for customer returns. In addition, A/R information for a deleted customer cannot be purged, which makes unnecessary demands on disk storage space. For these reasons, you should mark a customer account for deletion several months before you actually delete it.

 

Note: To protect against accidental deletions, make a backup copy of the C-MASTER file before deleting a customer.

 

You mark a customer's account by changing the customer's status code to a non-chargeable status (1-9 or A-F). You may even want to reserve a particular status code for these customers. Then exclude the customer status code from A/R and order entry.

 

Enter remarks in the Remarks box in the Customer window that show the date the account was marked for deletion and explain why the customer's account is no longer active. Review these accounts in the Accounts Receivable Posting window every few months and delete customers that have remained inactive for several months.

 

  1. Double-click graphics\CUSTOMERICON16.gif. The Customer window opens, displaying the information for the last customer selected.

  2. Select the customer for which to make a change. If you need instructions on selecting a customer, see Selecting a Customer.

  3. After you retrieve the customer, click graphics\DELETEX16.gif.

  4. In the Delete Password box, enter the password from the Delete field in the (LA) Customer and A/R Parameters screen and click OK. If there is no password set in the Delete field, click OK to continue.

  5. A Warning window with the message Permanently Delete account opens. Click OK to delete the account.