DC1 provides several preliminary steps, before the actual deletion, to ensure that the customer you want to delete is the correct one. These include:
- Creating a proposal, listing the customers that can more than likely be deleted.
- Maintaining the proposal, which gives you the option to remove those customers you do not want to delete
The system also performs a check before the deletion, to ensure that the customer can be deleted. The system checks that the following is true for the customer:
- no sales orders exist
- no quotations exist
- no sales statistics exist
- no serial number records exist
- no open A/R transactions exist
- no debtor number exists for the customer
Note: If any of these exist for the customer, the customer will not be deleted.
For this example you will run through each step prior to the actual deletion.
- Select the Create business partner file reorganisation proposal menu item.
- You access Business partner file reorg proposal crt. Note: Only one proposal can exist at one time. If you create a new proposal, the previous proposal is deleted.
- Creation date <
- All customers that were entered into the system before this date will be included in the proposal.
- Type
- Indicate the type of business partners that should be included in the selection. If this field is left blank, all types will be included in the deletion proposal. Valid codes are:
- Only inactivated
- This field is set to YES by default, meaning only the inactivated customers shall be included in the selection. For this example, set this field to NO. Tip: Use the Inactivate/Activate options on the Work with business partners panel.
- Print list (deleted)
- This field is set to YES by default. For this example, keep this setting meaning the proposal should be printed listing those customers that are to be deleted. As mentioned earlier, only those customers that are valid for deletion (according to the system check) will be included in the selection.
- Print list (not del)
- As an extra security, you can print a list displaying only those customers you want to delete but should not be deleted because they have transactions connected to them (e.g., included in a sales order). This field is set to NO by default. For this example, set it to YES.
- Select the Work with business partner file reorg proposal menu item.
- You access Business partner file reorg proposal mnt, listing only those customers that can be deleted (that were on the first list). Scroll to view all. You have two options. You can:
- Remove the customers from the list that you do not want to delete. If several pages of customers exist you remove the ones you want, one page at a time. Select those you want to delete and click OK.
- Accept all customers shown for deletion. Click OK.
- Select the Reorganise business partner file menu item.
- You access Business partner file reorganisation, where you perform the actual deletion of the customers from the Business partner file according to the proposal you have created and maintained. Before deleting, the same check, as described above, will be performed. If any of those prerequisites are not true, the customer will not be deleted. Click OK. A list will be printed with the deleted customers.
On this panel you select the customers you want to delete via the selection parameters below:
1 | Customer |
2 | Suppliers |
3 | Both customers and suppliers |
9 | Other |
Proposal output
This proposal will create two separate lists: one listing those customers that can be deleted and one listing those that cannot be deleted.
Complete the printing parameter fields on the bottom of the panel and click OK or press F2 if authorised.
You can now maintain the created proposal.
You are now ready to physically delete the customers from the Business partner file.
Related topics
- About working with customers
- Set up a new template and default for a customer
- Automatically generate field values for your customers
- Restrict the use of a customer template
- Add a new customer
- Add a customer by copying an existing
- Print a customer list
- Create a business partner structure for your customers