Unlinking Customers

Question

Hi, 
 
 I am trying to unlink customers from the Master account, but it says there allocations exist between original master and linked account. 
 Do I need to create a journal to reverse all the transactions on the account or can I just journal the specific account's entries?

Bennie Pienaar · Answer

Good Morning Ilse 
 Consider the following principles and steps on how to resolve your query: 
 If any Linked Account Customer (e.g. AAA) has an invoice that is allocated against a payment transaction of the 'head office' (the main Customer customer account, then: 
 
 you should first have to manually unallocate all transactions for customer AAA 
 before you are able to unlink customer AAA from the main customer account. 
 
 Therefore, simply open the Allocations screen for customer AAA, click the Unallocate All button on the top of the screen, and click the Save button. 
 You should now be able to unlink customer AAA from the main customer account. 
 Kind Regards 
 Bennie

Shazi · Answer

Hello Ilse Leach 
 We appreciate your participation in our community and are delighted you received a response from Bennie Pienaar . 
 If the suggestion was helpful, please confirm by clicking Verify answer. 
 Sharon

Sage 200 Evolution

Unlinking Customers

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