Inactive Customer Deletion (SU16)

The Inactive Customer Deletion (ibis_su16) program purges the customer master files of any customers that are flagged for deletion.

• If the customer has sales history (including invoice history), an outstanding account balance, outstanding orders or is assigned in a variety of other master files, then the customer will not be deleted.

• If a prospect is being deleted and the prospect has open quotes, then all open quotes are also deleted.

When a customer record is deleted, the system automatically deletes the customer records from the following programs:

• Customer Ship-To Addresses (ibis_sush.su14)
• Customer Messages (ibis_sumg.SU24)
• Customer Notes (ibis_sunot1)
• Account Notes (ibis_accnot)

The deletion process will not begin if either of the following conditions exist:

• An unprinted invoice register exists in Invoice Register Print (ibis_in44).
• Unprinted cash receipt batches exist in A/R Cash Receipts and Adjustment Print (ibis_ar31).

If either condition exists, you must first print IN44 or AR31 and then run SU16 in order to delete the inactive customers.

When a customer/prospect is flagged for deletion in the Customers (ibis_sucu.su13) view, the account status code for the customer/prospect is set to D. SU16 looks at all customers/prospects with a status of 'D' and verifies that each customer is eligible for deletion.

• All processes that affect customer balances must be completed prior to running SU16. All files that are updated or are affected by customer processing are read to ensure that there are no unfinished processes. In other words, the customer cannot have any outstanding orders or unpaid invoices.

• Customer sales history is retained on a rolling basis for a period of twenty-four (24) months. Customers will not be deleted if they have sales history or if they have records in the invoice history file.

• When a customer/prospect flagged for deletion has qualified for deletion, the customer/prospect is purged from the customer master file and all corresponding cross-reference files.

• An audit trail is automatically printed when the purge is completed. The audit trail reports customers/prospects that were successfully deleted as well as customers/prospects that were skipped and the associated disqualification message. For more information, please see the Disqualification Messages topic.

  Note: The Customer Recode Merge Execution (ibis_rm85) can be used as alternate way to clear out obsolete customer/prospect codes.

To view a history of all customer deletions, see the Customer Deletion History (ibis_suid) view.