Hello,
I'm still newish to Sage300 in the IT department. Our company does seemingly something not normal with customer accounts, or at least not what I would think we should do.
When customer accounts become old or haven't done business with us in X amount of years, we delete their accounts (for what I believe is reporting reasons - could be another story for another day). Instead of deleting the accounts one by one, they use the Customer Name Change to combine all accounts that will be purged into a "DELETE" account.
So here we have about 5 different "Delete" accounts that have 10s to 100's of old accounts merged into them. Our Credit Manager wants to delete these accounts but has never been able to. When I try to delete the accounts, I'm met with the attached error.
Customer Has Transactions. Cannot Delete. You can delete a customer record only if the account has a zero balance and you have cleared fully paid documents for the customer.
I've asked the credit manager and some other folks in our AP/AR end to view these DELETE accounts and they have run aging reports and other things and say there are no open balances or transactions currently attached.
Anyone have any suggestions on where to begin with this?
I'd also like to find the real way to batch delete customers, if this is not the appropriate way to do so.
