Yes, a Customer can be deleted if there are no transactions on it within the current fiscal year and no open transactions (transactions = customer ledger entries or service ledger entries). There should also not be any sales documents (orders, quotes, invoices, etc.), jobs or service items for the customer. If deleted, the transactions will get a blank customer number. Think twice before deleting a customer with transactions.
Discover more from Olof Simren - Microsoft Dynamics NAV & 365 Business Central Blog
Subscribe to get the latest posts sent to your email.
Leave a Reply
Your email is safe with us.