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Hey,
I am trying to delete customers that we do not need in BC, usually, edit in excel and select - delete and done. The problem is I have like 500+ customers that need to be deleted and they are not in any particular numerical order. How do I go about filtering this correctly in edit in excel and not having to manually select all of them? Is there an easier way that I am missing?
Thanks!
Thomas
HI Thomas,
A configuration package might be easier, but, when you are looking to do anything with data en masse you must find a commonality in the data and filter in excel to that data. If there are no commonalities - such as a zero balance or a certain address or other common data field then you will have to do it manually.
yzhums If deleting the customer will that not leave the company Contact card? how do you deal with when deleting the customer Card and the corresponding Company Contact at the same time?
Hi, If you try to delete unused customers, I think you can add the following filter in Excel.
PS: 3 WAYS TO DELETE RECORDS FROM A TABLE
https://navinsights.net/2020/10/27/3-ways-to-delete-records-from-a-table/
Hope this will help.
Thanks.
ZHU
Excel-users may have old version or without last service pack, so when they did a filter 1 and 4, then select all filtered strings, they may delete all strings between 1 and 4, i.e. also 2 and 3.
To avoid it, use Alt+ for selection or add Select Visible Cells on Excel ribbon.
But better way is sorting, not filtering.
Configuration package will delete ALL records, then create new record - so here you should be careful also, especially if exists validation logics on the fields.
3rd way is using of additional extension, for example I have Record Deletion tool from Ukrainian Localization. Its not so optimal for your case, I hope Edit in Excel is enough for it.
After you have performed close income statement it is possible to delete inactive customers in the standard UI.
A configuration package will be the best solution. Build up a file of the customers you will keep. On the line for the customer table tick the option to “Delete” on processing. This will clear the table completely before adding your chosen set of data
Hi,
To comment from a technical point of view, it is easy to remove it using the configuration package.
Commenting from a business point of view, you should not delete a customer for whom a customer ledger has been created. We recommend that you do not use the posting disabled for the "block" field in the customer master.
S.Kawamura
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