About:
Delete Records
Setup items can be deleted e.g. class templates, payment terms
etc. The delete option is also available for inventory items
and entity records such as customer, supplier, and contacts. They
are either accessed from the toolbar menu or the right click menu.
Setup items and records may be deleted as long as they are not
linked to any transaction or other records in the system. Records
such as activities may be deleted as long as they don’t have a
Completed status. Others such as sales orders may be deleted as
long as they have an Open status.
Inactivate Records
Rather than completely
deleting the record, you can set it as inactive so it is kept in
the records but would not appear in pulldown lists. Most setup
forms have an Active checkbox for each line. Unchecking the Active
checkbox would set the record as inactive. As for customer,
supplier and inventory files, inactive files are recorded in an
“Inactive List” where it can still be maintained and set to active
when needed.