Customer - Delete Customers

Introduction

This document will explain the process to remove a customer from the JAS customer file. Customers cannot be deleted
if there are any orders, accounts receivable or invoices for that customer.

Go to: Customers Maintenance Delete Customers
In the Account field in the upper left, enter the account code and/or store or use the browse buttons to select the customer/store to be deleted.
The information for that customer will display, so that you can verify that it is the account that you want to delete.  Click Delete to go ahead with the deletion.  As long as the customer has no financial history on file (a balance set to zero), and has no open/hold orders or invoices, the record will be deleted.
If there are transactions linked to the customer/store, this message type will display. Click OK to close the message.
If there are no transactions linked to the customer, this message will display. Click Proceed to continue.
Once the process is complete a message will be displayed in the upper right corner of the screen.

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