Ideas for Acumatica

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Enable the deletion of a customer or vendor that was extended inadvertently

Currently if a user inadvertently extends a customer to a vendor or vice versa you cannot delete the record or merge it with an existing customer or vendor.  Basically remove the ARCustomer or APVendor record without deleting the business account and related contacts, addresses, etc/

  • Guest
  • Mar 27 2019
  • Future consideration
CRM
  • Attach files
  • Guest commented
    November 06, 2019 23:07

    We absolutely need this. I've been reading through the help files on how to unlink a vendor that was extended to a customer. Surprised I hadn't found any way to do it.