You use the A/R Delete Inactive Records screen to remove obsolete records from Accounts Receivable. Only records that are inactive within the range of dates you specify are deleted.
Before you start
- Assign Inactive status to all records you want to delete.
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To identify existing inactive customer records, print the Customer List report.
To include only inactive customers on the report, select records by status, and then specify Inactive in the From and To fields.
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Before you delete a customer record, you must:
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Clear all the customer’s fully paid documents. More...
- Delete ship-to locations
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Before you delete a customer group, either delete or reassign any national accounts and customers assigned to the group. More...
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Before you delete a national account, delete all the customers assigned to the account, or assign them to other national accounts. More...
- Before you delete inactive salesperson records, make sure that no sales splits are assigned to the salespersons in customer records and that no unposted transactions use the salesperson numbers you want to delete.
To delete inactive records:
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Accounts Receivable > Periodic Processing > Delete Inactive Records.
- Select the types of records you want to delete.
- Specify the ranges for each type of record.
- Type the range of dates
for which to delete records.
Tip: If you do not want to delete all the records of the types you select for the same range of dates, use the screen more than once, as needed, to delete each type of record for the relevant dates.
- Click Process.
After removing inactive records
- Print reports for the types of records you deleted to update your files with current information.