Customer Basic Procedures

Deleting a Customer

You may want to delete customers for 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 account. 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 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.

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in the Customer window that show the date the account was marked for deletion and explain why the customer's account is no longer active.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 accounts that have remained inactive for several months.

1      Double-click the icon. The Customer window opens, displaying the      information for the last customer used.

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

3      After you retrieve the customer, click .

4      In the Delete Password box, enter your password.

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