Prevent Deleting Customer with History
When you delete a customer, Elliott will prevent the deletion of that customer if records exist in AR open item. Since some Elliott users may choose to purge AR open items to AR open items history, so this protection will not work and customer can be accidentally deleted. In some case, a lot of notes and attributes for that customers are also deleted.
It is suggested that we should have additional check:
1. When check against AR open items, we also check against AR open items history.
2. We should check COP open order if COP module is in used.
3. We should check COP recurring order if COP module is in used.
4. We should check COP invoice history and invoice history archive tables if COP modules is in used.
AdminEdward M. Kwang - NETcellent System, Inc.
(CEO / Founder, NETcellent Systems, Inc.)
responded
This project is completed and will be in the next general release. See KB article: https://support.elliott.com/knowledgebase/articles/2015864-feature-prevent-deleting-customers-with-historie