Överför kund/leverantörstransaktioner till ett generiskt kund/leverantörsnummer och tar bort orders och relaterade dokument.
This processing is used when you want to delete a customer or supplier, including the belonging data.
Because the database needs to be in a consistent state certain transactions cannot be deleted. The processing will anonymize data by replacing the customer/supplier number and text fields.
In the Företagsuppgifter table, enter the Data retention period (minimum 5 years) and the Customer no./Supplier no. for anonymization.
Data is validated before deletion. All data must be older than the required by the Data retention period, which has a minimum of 5 years. Validation is based on Accounting year, and the deletion will only be possible if the whole accounting years within the data retention period have no transactions.
If the customer/supplier balance is not 0, then no deletion can be done and the processing will be aborted. Deletion cannot be done either when there are future appointments and/or budget lines connected to the customer/supplier.