Why:

Fusion can delete customers in two ways, either directly from the Customer Master File or in bulk via the Daily batch routine.

 

Where:

From the customer view highlight the customer that you want to delete then select Customer > Delete or right-click the customer and click the Delete button .

 

How to Delete Customers:

When u customer is selected for deletion in the Customer Master File, the system checks if current and archived orders or vehicles exist for this customer:

•      If records exist = Fusion tries to de-activate the customer (status changed to ‘inactive’).

•      No records exist = customer can be deleted from Fusion.

Bulk Deletion via Daily Batch Routine (THR887).

The customer batch deletion program is called in the Daily Batch and processes in turn each customer who has a status of ‘inactive’. Every customer processed either remains unchanged, or is deleted from file (depending on whether they still have orders or vehicles on file).

 

Setup:

CUS116:   This parameter controls if customers may be deleted from the Customer File. If disabled, any attempt to delete a customer will result in the customer’s status changing to ‘inactive’, the record will not be deleted from the file. Parameter CUS116 is not used in batch deletion, ‘inactive’ status records are deleted, if applicable, whether CUS116 is positive or negative.