Periodic Processing -> Clear History.  Select specific customer and clear fully paid documents

Thanks Terry. I spent a good amount of time reading yesterday and discovered the Periodic Processing area with Clear History and marking customers as inactive and deleting inactive customers. I answered a bunch of my own questions which is nice. I started testing this and am still coming up a bit short. In my test data, I have a customer with fully paid documents that are NOT cleared. If I try to clear them, they do not clear. Any ideas?      

Run a customer trial balance and select show customers with a zero balance.  Many times a customer with a zero balance has an open invoice and credit note that have not been applied against one another.

Another thing to check is bank recs.  Are they being done is Bank Services??  Cleared deposits need to be over specific age.  If you're not using Bank Services for bank recs, you're stuck.

Can you confirm in Customer Inquiry if those Receipts have an Outstanding status?  I can 't tell from the screen shot. 

If the receipts are still outstanding, you won't be able to purge the customer record until you have marked these receipts as cleared in Bank Services - Reconcile Statements and post the reconciliation. 

Then you would need to wait the specified number of days before eligible to clear setting in Bank Services - Banks.  the default number of days is 45 days. 

Regards,

DCrampton

Coming back to this, as I'm revisiting "deleting customers".

I'm able to bulk edit customers (via SQL) to inactive status, then use AR Periodic Processing - Delete Inactive Customers to delete customers with the inactive status.

ANY customer with existing fully paid documents or any transaction history, will not be deleted. Using the Clear History and Clear Statistics does not work. I receive "No fully paid documents cleared"

My latest example is a customer created 2 months ago, they have only a couple of orders and we cannot clear the history or delete the customer via the delete button in Customers or the Delete Inactive Customers.

To answer some of the other questions - We do NOT use Bank Services, and the receipts do show "Outstanding" status.

Is there any way for me to delete a customer with all the information provided?

Hi Richard Orabona you would be suprised how many records are stored across the system when you enter an order.  Rather than walk you through 6 or so screens clearing every possible OE, IC, AR etc record needed to allow customer deletion, let me provide you a SQL script you can run which will return all the tables containing a reference to the customer.  Then we might be able to target your clearing.

Please run the following SQL script on the company database in question, replacing Find This with the customer number of the customer you're trying to remove:  universaltextsearch.sql

Example results:

Note that on larger databases it could take quite a while (10-30mins) to return the results so please wait.  You can then use the Sage 300 Object Model to work out where the references are to tell you the areas you need to clear.  Note in some cases, especially when transactions flow through to the G/L linked back to A/R, you may not be able to delete customers until the years of required financial history are exceeded:

G/L Options:

In any case, start with the search and see where this customer record is showing up, causing the problem, then we can work out what to do from there.

Good luck!

Thanks for sharing this script Tim, it could come in handy. Got any more? 

Sure, I've got a huge number of scripts for all sorts of things - fixing issues, performance and optimisation, etc.  DM me if you're after anything specific.