Deleting Accounts and Products in Use
In most organization configurations, you cannot delete an account
or product
once a Certinia transaction
exists for it. This restriction is in place to maintain an accurate audit trail.
However, you can configure your organization in such a way that this is possible. To do this you must perform the following configuration tasks:
- Set an organization-level custom setting (Accounting Settings). See Managing Custom Settings for more details.
- Add a custom field, Allow Deletion of Accounts in Use, to an appropriate account page layout.
Someone with the appropriate access and permissions must select both checkboxes before the record can be deleted (one checkbox at organization-level and another at record-level).