@kmonto normally when you wanna delete a customer record you 1st need to delete data from the additional tabs → Invoice / Credit / Payment and so on

In your specific case I believe you need to delete the data from the Credit page:

Hi @Marcel.Ausan 

I can confirm that all submenu data has been deleted for this particular customer. Could it be something tied to collective invoicing?

Thanks,

Kyle

As @Marcel.Ausan has sugested, there is data within the system against this customer.

If you have access execute,

SELECT * FROM credit_collection_info

Or have one of you admin execute it. This will give you an idea of data populated.

You may need to run the Calculate Customer Credit routine In Apps9 this is the screen.  Query for the customer and run the Recalculate Selected Customers and it should remove the details.  

Hi @COVJAMIEB,

I ran the query and there is a record in the database for this customer still.

Hi @PRODQ,

I had to add the Invoice/Payment/Credit information back to the customer in order to run the “Recalculated Selected Customers”. After running the Recalcuate Selected Customers option, the record still existed in the credit_collection_info table. I then removed the Credit/Payment/Invoice customer sub menu information, but it still will not let me delete the record. The Record still exists in credit_collection_info table after everything was completed.

Is there some other global Customer Credit Analysis that could be run?

Thanks,

Kyle

The Scheduled Database task is “Calculate Customer Credit Information”.  Maybe that job needs to run for the whole company to remove the Credit Collection record.  

Linda

Hi @PRODQ,

Ran that Calculate Customer Credit Information job for the whole company but the record still exists in the credit_collection_info table.

I ran it without the Invoice/Payment/Credit data supplied on the Customer and without the data supplied.

When I go to delete the customer it is still throwing the same error.

Thanks,

Kyle

Daft question … There definitely aren’t any records against the customer?  Business Opportunity, Sales Quote, Customer Order, Invoice, Instant Invoice, Payments? 

If you query for the customer in “Customer Credit Analysis” are there values in any of the fields?

Linda 

Hi @PRODQ,

Nothing else against the customer, checked all of those pages mentioned and nothing there. In the Customer Credit Analysis screen the only fields that have values are AR Turnover Company and DSO company. Everything else on that screen is 0.00.

The Customer may have been configured in a hierarchy or under a customer that did collective invoicing at some point.

Thanks,

Kyle

Do they have Invoicing data in the Invoice Cust field or are they set as Invoice To customer on another record?  I’ve not worked with Hierarchy.  

Good luck with your search! I’m following now so look forward to hearing  the answer :-) 

Linda

@kmonto were you able to resolve this?  Currently running into the same problem and am unable to delete a customer record.

Hi @mraad,

No, we never resolved, other priorities took over and this fell by the wayside.

@kmonto - we found that a record was living in the Customer Credit Analysis page.  Once deleted we were able to delete the Customer.

Can you delete a customer if there is business opportunity and quotations in history?

If not how can we stop anyone else from using this customer?

Thanks