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Finance | Project Operations, Human Resources, ...
Suggested Answer

Delete Bank Account

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Posted on by 235

We are currently migrating some bank information for review by customer.  We need to delete one and are unable to.  We DO NOT even have accounts tied to the ledger yet.  The are no transactions (couldn't be) or dimension setups tied to this that should lock it permanently.  The error itself isn't even valid give we don't have accounts mapped to the ledger:

pastedimage1663338526305v1.png

There must be a way to remove this...

Thanks in advance,

DCTX

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,809 Most Valuable Professional on at

    Hi,

    If you have transactions, it can't ve deleted.

    Also, sometimes if you have used this bank account in ledger transactions or simulated, it can not be deleted, even if you have not posted the same.

    Please make the bank as inactive or change the bank account ID by record info then rename.

  • DCTX Profile Picture
    235 on at

    Ramit,

    There are no transactions on this.  The ledgers are not even setup for a transaction to exists.  Basically, there is nothing to block this.

  • Suggested answer
    Ramit Paul Profile Picture
    22,809 Most Valuable Professional on at

    Then, I suggest to see a developer and check in which table it stored the value which is stopping you to delete.

    Also, you can raise a ticket to Support team to investigate this issue.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 1 on at

    Hi DCTX,

    Do you have this bank account as a financial dimension in another company in the solution?

    Like mentioned, I guess is better to check the issue with a developer to debugge the issue.

  • DCTX Profile Picture
    235 on at

    Alizrea,

    This bank account has no other association with any other entity/company.  In one case, there are only three fields populated, Bank account, Name and currency.  All other fields in all fast tabs are blank.

  • Komi Siabi Profile Picture
    13,240 Most Valuable Professional on at

    Hi DCTX,

    Was this created from the UI or brought in via Data entity? Your screenshot shows an empty Main account field and this is a mandatory field before you could save a bank account record.

  • DCTX Profile Picture
    235 on at

    Data entity.  There were over 30 accounts brought over, of which the client no longer wishes to have several of these.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 1 on at

    Hi DCTX,

    Have you tried to delete this record via data entity import and truncate function?

  • Komi Siabi Profile Picture
    13,240 Most Valuable Professional on at

    Okay, if that's the case, can you tell us the data entity used and the column populated while bringing in these data? Let's analyze to find out tables that are being affected and probably get the root of the error.

  • DCTX Profile Picture
    235 on at

    Alireza,

    Good suggestion but it did not work.  We tried reimporting only those needed and set the flag to Truncate.  The below is the error:

    pastedimage1664202682059v1.png

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