See also: Add/Modify Accounts
This topic explains how to delete Purchase Ledger accounts that already exist in your ledger.
On entry to the option you are presented with the Creditor Accounts form in which you can delete existing accounts. This form has the default values from your account defaults record already entered for you.
Using the search facilities provided, locate the account you want to delete or alternatively if the account code is known, enter it directly into the Account field at the top of the Creditor Accounts form.
When you have entered an account code that matches the image in the Purchase Ledger system parameters and tabbed off the Account field, Autoline loads the selected record in display mode and places an entry into the Message box at the bottom right of the form to inform you the Record loaded OK. If Autoline is unable to find the account entered, the Message box reads Record not Found.
Click the Delete button and Autoline informs you if the account has a balance or history attached to it. If this is the case, you are prohibited from deleting the account but instead are given the option to close the account. Click the Yes button if you want to close the account. The closing of the account prevents any further documents being posted but continues to allow cash allocations to be posted. If you respond with No to the closure message, Autoline releases the record and returns you to the Account field on the Creditor Accounts form.
Note: An account that has been closed can be re-opened by trying to delete it. If the account is already closed, you are given the option to re-open the account. A closed account is indicated by the presence of a date in the Date account closed field on the Other Details tab.
If the account has no balance or history, Autoline enables a second Delete button and, upon clicking this button, the record is deleted. Autoline places an entry into the Message box at the bottom right of the form to inform you the Record deleted OK.
You can now return to the menu by clicking the Exit button. Alternatively you can repeat the procedure and delete further accounts.
