What are the best practices for when Employees/Users leave your company?
How long should you keep salespersons in the system as inactive and can you eventually delete them?
Should you set a user to disabled rather than deleting them?
If you delete either a salesperson or a user, does this cause issues in data they might be tied to?
Best answer by Andy SmithView original
I just had this issue come up. Was able to inactivate and delete an employee that was assigned as an owner of a task and a lead. I’ve logged a support case to confirm that I’m not missing something.
My thinking is that you’d want to inactivate, but not delete departing employees that are linked to other entities.
Maybe this has been discussed before, but I haven’t found it on the portal. Interested in other perspectives, and will post support’s reply to my case.
Thanks - Andy
Just to follow up: Support confirms that the system will allow deletion of employee records that are linked as the Owner of a Task, Purchase Requisition, etc.
I think this should be prevented, both for data integrity, and for consistency with other areas (customer/sales order relationships as an example).
My case is User is Disabled but he created few documents like debit adjustments and invoices.
Those documents are even approved, now the other user who sufficient rights but still not able to release the documents.
Error - An error occured during processing of the field Owner value 101855 EP Error: The status of the employee 'P200' is 'Inactive'
Further processing of document with an inactive employee set as ‘owner’ causes an issue. Processed/ closed documents wont throw any error, user can view them even after deactivating the user.