Finance | Project Operations, Human Resources, ...

Delete bank account from GOLD configuration environment

(0) Share

Report

Posted on by Sinda DRIDI

Hi,

I am trying to delete some bank accounts from a GOLD configuration environment and receiving the error: A financial dimension value is based on the XXXXX record and has been used on a transaction. You cannot delete the record.

This bank account is not linked to any payment method, journal name, posting profiles, etc. also, there is no transaction entred in the Golden Config environment.

Any help would be much appreciated! Thank you

SINDA

I have the same question (0)

All responses (9)

Answers (0)

doninep 122 on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Does anyone know if this is resolved? We are seeing the same behavior if a bank account was imported using the Bank Account entity. Bank accounts entered manually via the UI can be deleted if they have not been used. Imported bank accounts cannot because the validation for delete fails due to dimension attributes existing for that bank account . Complicated logic starting in the delete() method of BankAccountTable.

Thanks,

Don Shields

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,616 Super User 2025 Season 2 on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi Sinda,

As Andre and Ramit mentioned, it is not wise to delete them from SQL (in regards to its possible consequences). When an issue is related to the financial dimension, you should take in to consideration that there are several tables that related, and it is complex to find which tables are affected (e.g. DimensionAttributeLevelValue and DimensionAttributeValueCombination).

NB. Having records in the above tables will prevent the deletion of that dimension.

You can try a Workaround here by change the name of the bank account. for example with a prefix "Inactive" and suspend them as dimension value on financial dimension. When it comes to the migration phase to another solution, you can just export the correct values (i.e. bank accounts) and import in target environment.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi Sinda,

I am facing the same trouble,

While looking in the Microsoft's KB, i could find this:

All you have to do is to neutralize the bank account thru setup,

Kind regards

Said

Was this reply helpful? Yes No
Suggested answer

Sheela Ningappa on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi,

Each time a new account is created and used in any journal line or Sales order, or purchase order, the system shall be able to handle this in the new journals controls, this is, add a new ‘branch’ to the lookup control, and show to the user the new values for that dimension.

To be able to do this in an efficient way, and performance not to be very penalized due this flexibility, what system design does is to store in a very specific table (DimensionAttributeValueCombination) the combination that is being used at any time.

Due the lack of functionality to do a complete checking of the whole application to validate whether an account has been used, there is no standard way to secure this point.

Thanks,

Sheela

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 299,022 Super User 2025 Season 2 on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi Sinda,

Have you carefully read the first reply from Ramit? There was a bug in the past. Please contact Microsoft Support for your issue. Don't delete just the bank account from the table directly as there might be some reference records in the dimension framework tables. If you only delete the bank account, you could copy an inconsistent database to the production environment when you go live.

Was this reply helpful? Yes No
Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi, you can delete, however you need to talk to your developer, he/she can do this.

Was this reply helpful? Yes No
Sinda DRIDI 45 on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi,

Our customer did not accept the bank account decativation solution. can we delete these accounts by SQL ?? if yes, please provide us with the steps to follow

many thanks,

Sinda

Was this reply helpful? Yes No
Sinda DRIDI 45 on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

thanks for your response,

but we haven't validated or simulated any journal in the Golden Config, there is only setup!

with that the system does not allow the deletion of bank accounts.

best regards,

Was this reply helpful? Yes No
Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

RE: Delete bank account from GOLD configuration environment

Hi,

There was a BUG on this, please check with MS support team, however I am not sure if this is the same bug.

Note- even if you don't have any transactions, but you used the bank with some transaction and validated/simulated in any journal, then also the transactions get added into the temp table, as a result system wont allow you to delete that.

Its better to make the bank account inactive and move on.

Was this reply helpful? Yes No