Note: If a customer has been used with a data entry item in Accounts Receivable, the system will not allow it to be deleted; however, a customer that will no longer be used can be made inactive by removing the checkmark for the Active field within the Customer File. If a customer was defined only with an Entity Role of AR Customer, it will be completely deleted from the system with the process below; however, if the customer had multiple Entity Roles, the ID will remain valid for the other applicable areas and just the Entity Role of AR Customer will be deleted.
From the Accounts Receivable screen, select the Maintenance menu and then Customers.
At the Customers screen, enter the ID of the customer to delete in the Customer ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Once the customer to delete is displayed on the screen, click the Delete button; when prompted to delete the record, click Yes.