I can't delete customers 1

[Tim58]

We are about to upgrade our ACCPAC Small Business Series 4.1 to ERP 5.3.
Before doing so I'm trying to delete our Inactive Customers in Account Receivable and am having trouble.
If I try to delete in A/R Customers I keep getting the message "Incorrect Procedure. Customer has transactions"

When I check Customer Activity Transactions and click "Include Fully Paid Transactions", I see their document history. When I check Receipts, there are none outstanding and if I click show "All", every one shows "Cleared"

When I run Periodic Processing and try to clear Fully Paid Documents in A/R Clear History, I get the message "No fully paid documents cleared"

What am I doing wrong here? These Inactive customers have no outstanding invoices.

 

[jayconverse]

Have you been posting Bank Recs to fully clear the receipts?

Jay Converse
IT Director
Systemlink, Inc.

 

[Tim58]

Yes. All Receipts are fully cleared in Bank.

 

[jayconverse]

My suggestion then would be to do the upgrade anyway, and delete them once you get up to 5.3. 4.1 is pretty old, it's likely a bug.

Jay Converse
IT Director
Systemlink, Inc.

 

[Tim58]

Hi Jay

I've done as you suggested and upgraded to 5.3.

I'm still having the same problem. When I look at Customer Activity, all transactions are Fully Paid, and all Receipts are Cleared. When I try to CLear Fully Paid Documents in Periodic Processing, I get a message saying "no fully paid documents cleared". When I try to delete the message says "incorrect procedure" as before.

The customer's balance.

Please advise

 

[jayconverse]

Sorry, you're not my client, I don't have your data...

Jay Converse
IT Director
Systemlink, Inc.

 

[ettienne]

Receipts need to be cleared for 45 days before the paid invoices & receipts will be deleted with the clear history process. You can set your computer date >45 days ahead and try again.

 

[DjangMan]

If everyone is off the system you can increase the number of decimal places that your currency is set to and then run your aging report. You might see some customers with a balance that is less than a penny. In that case you can generate a write-off batch and post it.

Be sure to set your decimal places of your currency back to where they were before letting anyone else into the system.

Regards,

Django