Removing Customers In Accounts Receivable

Post date: Jul 20, 2011 12:53:17 PM

Customers can be added, modified or deleted (if the user has the 'AR Delete Customer' permission) using the 'AR Edit Customers (1032)' function in SMCP.  If anyone attempts to delete a customer, the system first validates the request to delete as follows:

1) It searches for any open batch entries for the customer - if it finds any, it advises the user that there are open batch entries and the customer cannot be deleted.

2) Next, it checks for any non-zero transactions (transactions with current amounts) for this customer - if it finds any transaction with a current amount (if there is a balance on that transaction), it advises the user and prevents the deletion.

3) It checks for any 'open' orders for this customer.  An 'open' order is one that: a) is NOT canceled, and b) has at least one item with a quantity ordered that is greater than zero.  If it finds any open orders, it notifies the user and prevents the deletion.

4) Finally it looks for any Service Manager invoices that have not yet been imported into Accounts Receivable.  If it finds any still waiting to go into A/R, it advises the user and prevents the deletion.

If the customer account passes all these tests, then the account is deleted.  In this case, all the related records for the customer are deleted, including customer statistics, monthly customer statistics, customer ship-to addresses, sales contacts, site locations, and call sheets.  Previous orders and invoices in the Service Manager data are NOT removed.