How to delete a contact account in iplicit?

This article covers deleting a Contact account – the record that holds customer and supplier details – in iplicit. Deletion is permanent and breaks the links to any documents already raised against that Contact, so always check its history first.

Checking a Contact account's history before deleting

Before deleting a Contact account, confirm it has no linked documents. If it does, deleting it will break the links in those ledger records.

Check the Contact account for:

• Any posted or draft purchase invoices or purchase orders
• Any posted or draft sales invoices
• Any payments or receipts
• Any other linked documents in the ledger.

If the Contact has any history, do not delete it. Lock the Contact instead, then create a new one with a different code. See 'Why can't I recreate a deleted supplier using its old code' for the recommended approach.

Deleting a Contact account in Contacts

Once you've confirmed the Contact account has no linked documents, delete it from the Contacts screen.

1. Navigate to 'Contacts' and open the account you want to delete
2. Remove the account's roles – untick 'Customer', 'Supplier', 'Staff', 'Resource' and 'Payment Recipient' as they apply, then save (depending on your screen, this step may instead be a single 'Lock' option)
3. Depending on your screen, select the three-dot menu or the 'More' menu
4. Select 'Delete' (sometimes called removing the contact)
5. Select 'Yes' to confirm.

The Contact account is now deleted and its code is free to reuse.