Deleting and Merging

You can now delete or merge service locations, billing accounts, and vendors. Before you can delete or merge any information, you must identify the Location IDs, Billing Account Numbers, or Vendor Numbers to be deleted or merged.

The merge/delete utilities can be accessed through “Setup | Utilities | Maintenance Tools…”.

NOTE: You will not be able to delete a location, billing account, or vendor record if certain detail has been created for the record. Below is a chart for each record type indicating what detail can be deleted and what detail can only be merged:

Location

Delete or Merge	Merge Only
Equipment Warranties Archived History Opportunities Marketing List Entries	Jobs Invoices Agreements Warranty Reserve Transactions Timecard Entries for related Jobs

Billing Account

Delete or Merge	Merge Only
Archived History Marketing List Entries Alternate Addresses	Locations with this account as default Jobs Invoices Receiveables Agreements Register Items

Vendor

Delete or Merge	Merge Only
Vendor Parts	Purchase Orders Receipts/Invoices Payables Register Items