This routine creates a deletion proposal for Business partners that have become obsolete, and shall be deleted from the Business partner file. Only one proposal can be active at one time. A printout of the proposal can be requested when the proposal is created.
In addition to the selection parameters that you define, the system will check that the following is true for all Business partners that, according to your selections, shall be included in the proposal:
- customer not defined as debtor for any other customer
- customer not defined as invoice customer for any other customer
- customer not defined as holding company in any business partner structure
- customer not defined as parent company in any business partner structure
- customer not linked to any service location
- customer not linked to any service agreement
- supplier not activated for outbound delivery schedule
- supplier not defined as holding company in any business partner structure
- supplier not defined as parent company in any business partner structure
- no supplier agreement exists
- no payee number exists for the supplier
- no sales orders exist
- no purchase orders exist
- no quotations exist
- no sales statistics exists
- no purchase statistics exists
- no serial number records exist
- no open A/R transactions exist
- no open A/P transactions exist
- no debtor number exists for the customer
- supplier not defined as the Main supplier of an item in the Item file.
If any of the above is not true, the Business partner will not be included in the proposal. When you perform the actual deletion, the system will do the same check again, and will not delete a Business partner if any of the above items exist.
- Creation date <
- All Business partners that were entered in the system before this date will be included in the selection.
- Type
- Enter a code indicating 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.
1 Customers 2 Suppliers 3 Both customers and suppliers 9 Other
- Only inactivated
- Set this field to YES if only the inactivated Business partners shall be included in the selection. You inactivate a Business partner by using the Inact option on the Work with business partners panel.
- Print list (deleted)
- Set this field to YES if the proposal should be printed listing those Business partners that are to be deleted.
- Print list (not del)
- Set this field to YES if the proposal should be printed listing those Business partners which were entered into the system before the date entered above, but cannot be deleted because they are still in use in some files.