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Properly set up and maintained masterfiles are the key to an efficient and effective accounting system. Each time you process a transaction or reprint a document your system references information from the relevant customer, supplier, or product masterfile to store with the transaction or display on the screen or document. The result is that information from a single masterfile record can be referenced and stored in many transactions and documents stored in your system.

As part of general maintenance, there may be occasions when you wish to delete inactive or obsolete masterfile records, or delete older transactions. To assist with this process, the software will automatically delete some masterfile information stored in related files — for example, customer delivery addresses and employee linked information.

This area outlines the tasks required to delete records from the key transactions and masterfiles. 


REF: 928.05, SF 2976, 36