I have entered a customer that was already in our System I tried to delete it and got an error message that only in planning or canceled customers can be deleted. I changed the status to canceled but i still get the same message when trying to delete. Can anyone help with how to delete it?
Answer
Deleting duplicate customer
Best answer by vkumar
Hi
As mentioned above, trace log will help you identify the entities to which the customer may be linked.
Its NOT recommended to delete such records at database level as it leads to data integrity issues.
Here is how the Trace log looks with detailed reference of Customer to entities where it has been used.
Regards,
+11Hi
Can you please share the trace for the error?
An alternate way to delete the record is to run the dbscript to delete the Customer record.
DBScript
delete from BAccount where AcctCD='CustomerName'
Jini N
+19Hi
is this Considered by Email ID?
Do you have any Sales Orders and attached payments to that Customer, that you are deleting?
If any transactions are created with that Customer, you can not delete them. You can just Inactivate that customer.
Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Thanks,
Eric
Hi
As mentioned above, trace log will help you identify the entities to which the customer may be linked.
Its NOT recommended to delete such records at database level as it leads to data integrity issues.
Here is how the Trace log looks with detailed reference of Customer to entities where it has been used.
Regards,
VijayKumarU
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