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Deleting certain customers

Posted on by 251

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

  • JodeRuiter Profile Picture
    JodeRuiter 976 User Group Leader on at
    RE: Deleting certain customers

    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.

  • Netjacker2097 Profile Picture
    Netjacker2097 256 on at
    RE: Deleting certain customers

    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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,933 Super User 2024 Season 2 on at
    RE: Deleting certain customers

    Hi, If you try to delete unused customers, I think you can add the following filter in Excel.

    "Payments (LCY)" = 0
    "Inv. Amounts (LCY)" = 0
    "Cr. Memo Amounts (LCY)" = 0
    "Fin. Charge Memo Amounts (LCY)" = 0
    "Outstanding Orders" = 0
    "Shipped Not Invoiced" = 0

    pastedimage1639014321180v2.png

    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

  • Suggested answer
    Alexander Popov Profile Picture
    Alexander Popov 10 on at
    RE: Deleting certain customers

    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.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Deleting certain customers

    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

  • Suggested answer
    S.Kawamura Profile Picture
    S.Kawamura 1,520 on at
    RE: Deleting certain customers

    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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