Hi Everyone.
On a sale of a company within a Group, how do I delete and remove all data relative to that entity in a Multi-company, single Tenant environment?
I am using the AU version of MYOB Acumatica.
Solved
Possibility to delete a Company in a multi-company Tenant
Best answer by Rakshanda
Hi
Can you try below-
Deactivate the Company
If you simply want to prevent anyone from posting new transactions and hide the company from selection lists, you should deactivate it. This preserves the historical financial data for reporting and audit purposes.
- Clear Pending Items: Ensure all open documents, service orders, or pending transactions associated with that entity are closed, billed, or resolved.
- Remove Dependencies: Deactivate any entities linked exclusively to that company/branch, such as Warehouses. Ensure the branch is not set as a "Default Branch" on any Customer or Vendor profiles.
- Deactivate: Go to the Branches (CS102000) or Companies (CS101500) screen, uncheck the Active box, and save. If the system prevents you from saving, it means there are still active dependencies or open transactions that must be cleared first.
Hope above helps!!
Hi
Can you try below-
Deactivate the Company
If you simply want to prevent anyone from posting new transactions and hide the company from selection lists, you should deactivate it. This preserves the historical financial data for reporting and audit purposes.
- Clear Pending Items: Ensure all open documents, service orders, or pending transactions associated with that entity are closed, billed, or resolved.
- Remove Dependencies: Deactivate any entities linked exclusively to that company/branch, such as Warehouses. Ensure the branch is not set as a "Default Branch" on any Customer or Vendor profiles.
- Deactivate: Go to the Branches (CS102000) or Companies (CS101500) screen, uncheck the Active box, and save. If the system prevents you from saving, it means there are still active dependencies or open transactions that must be cleared first.
Hope above helps!!
Thankyou for your suggestion.
I understand the Deactivation route, but this is not what I am seeking. This method allows for an Administrator to switch it back on some time in the future.
It is for this reason that I need to have the data permanently suppressed or wiped from the joint database.
Login to the community
No account yet? Create an account
Social Login
Login with your Acumatica accountEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.