Pivotal Systems

Mass Customer Delete Utility
Pivotal Systems’ mass customer delete utility allows you to quickly and efficiently delete unwanted or inactive customers. You no longer have to go to multiple screens to delete associated data only to find out that there is one more place you have to go.
The user friendly front end allows selection by:
Customer range
Salesperson range
Customer class range
You then select a customer where all of the sales information will be combined and a last sale date cutoff.		Improve Productivity!
For customers who meet the selection criteria the following files will be checked to make sure that there is no current activity:
Open accounts receivable		Avoid the tedious
Open sales orders		process of deleting
Open blanket sales orders		customers one by one
Selected customers will then be presented in a window that will give you one last chance to un-select a customer for deletion.



Data that will be deleted in addition to the customer record:
Quotes Ship-To’s Ledger cards Customer notes Past Sales & Invoices Paid documents & Payment history Customer contract pricing RM & Telefacts contacts Faxlink Records SO & AR recurring documents PO customer cost contracts RM Customer profile All sales analysis files<		Modules not supported in this version: Job Cost module Customer companion (if used) Equipment Rental module Service & Repair module AR invoicing header & detail EDI module