SOSET has been designed to exchange data with an accounting package.As here is no control over the financial status of customers, SOSET does not have the option to delete customers. It is very important to keep this.If you still want to delete customers you have to use NamoUtil as follows:Start NamoUtil.Open the Customer.dbf table exclusively. (File, Open Table exclusive)(Nobody should/can use the table now!)In the (View) Browse dialog, you can browse through the file.If you are familiar with regular syntax, you can also set a filter with the View, Set Filter option.e.g.: upper(MLCity)='CHICAG' and Sales_Yr3=0In the browse area you can click on the most left, very small, field to set the deletion mark.The little field will get black.Do this for each record you want to delete.If you click again on that field, you will recall the record.Once you are done deleting, you select from the menu: Options, Pack.This will finally delete all records with the deletion mark.Be advised to handle this very carefully, as wrong criterion settings in NamoUtil might bring quite some dramatic and irreversible difficulties.
While in Order Entry, under Customer, is there a way to change the "Customer ID": after the customer has been updated? And if not, how can we delete a customer?
You will find part of your answer via the following link to our FAQ-page:
How to delete customers in Soset OrderEntry to delete customers in SOSET OrderEntry
In general: changing a customerID is NOT done; the consequences are very often very difficult to predict!
Same with deleting customers.
Extra caution is taken because SOSET does not control accounting, but still needs to be able to exchange the correct information.
Imagine: custID changed in SOSET, because of changes export of customerdata to accounting. Result same customer twice in your accounting. Do you want that?
However: in NamoUtil you can open the customer-table and use the Table, Delete records option.
(But please be careful, wrong handling has immediate and irreversible effects!)