Delete Customer

klinspatrick

Hi,
Do any one have any experiences for dealing with delete Old or Dead customer record(in customer card table, that mean they do not business with us anymore). Of course the Balance is in zero. that mean they do not own payment or have new sales order.

I am afraid it will affect the history of Customer Ledger Entries table...If I delete some customers.

Thanks.

Patrick

ssingla

by default you can delete th customer. it will delete the cutomer code in all the tables and replace it with bank. it is normally guided by the law of land for keeping the history.

vikram7_dabas

if the balance is zero of customer than u can delte that customer

hawwa

I never delete my customer record. I will Block the customer instead.

kolaboy

How do you block the customer?
IF you block, will any body be able to posting in that blocked customer.

ara3n

Hello.

You can also merge all those customers into one generic customer


Here is a how to.

http://www.mibuso.com/forum/viewtopic.p ... e+customer

Savatage

kolaboy wrote:

How do you block the customer?
IF you block, will any body be able to posting in that blocked customer.

There is a field on the card called BLOCKED.

this will stop anyting from being posted to the customer.

kolaboy

thanks Savatage, I actually saw it and i have even tested it. What you said is true.
[/u]

themave

Savatage wrote:

kolaboy wrote:

How do you block the customer?
IF you block, will any body be able to posting in that blocked customer.

There is a field on the card called BLOCKED.

this will stop anyting from being posted to the customer.

I used the blocked field and it works well, what I also did so that they didn't show up on the customer list, was add a new field to the customer table called hidden.

and then modified the lookup form for the customer to filter Hidden = false. You could do this with the blocked field, but we use the blocked feature for other things also, such as customers over their limit. so I don't want to hide those.

klinspatrick

Thanks all replies,

I may consider to block or delete the obsolete customers.

one more question about this topic..
-What would happened (All transactions tables such as posted invoice, shipment tables, it seems will not blank) if I use the same customer code for the future that I already deleted this code?

navvy

Is there a delete-button (to delete a customer) or must this done by C/AL code ?

Savatage

Go to customer card - hit <f4>

navvy

ok, there is also a delete-entry in the "edit"-menu ... sorry for that stupid newbie question

thanks