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Customer Recovery

  • June 3, 2025
  • 5 replies
  • 79 views
E
Freshman I
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An employee accidentally delete a customer from the receivables. How can I recover that customer?

 

 

Best answer by pallikasharma11

Hello ​@enriquey 

You can also access the deleted record with IsDeleted data field in Customer DAC

 

5 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • June 4, 2025

Hi ​@enriquey 

A customer can only be deleted if there has been no transaction related to this customer. Please recreate this customer.
Note: Always backup Excel files of master data (including Customers)

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
Manikanta Dhulipudi
Captain II
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​@enriquey 

Any record deleted in the Acumatica cannot be retrived until unless buy a Backup service from Acumatica.

We can tell who deleted the customer with limted data when audit history enabled only.

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
P
Acumatica Employee
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  • pallikasharma11
  • Acumatica Employee
  • Answer
  • June 4, 2025

Hello ​@enriquey 

You can also access the deleted record with IsDeleted data field in Customer DAC

 

Chris Hackett
E
Freshman I
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  • enriquey
  • Author
  • Freshman I
  • June 4, 2025

​@pallikasharma11 how do I get to The Customer DAC screen?

P
Acumatica Employee
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You need to have customizer role added, hover over Customer ID and press Ctrl+Alt or use Inspect element under Customization button (top right corner)

Element properties will open, click on Data Class- Customer

Navigate to Source data

 

 

Chris Hackett
nhatnghetinh
L
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