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Deleting Customer addresses

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  • 1.  Deleting Customer addresses

    TOP CONTRIBUTOR
    Posted 22 days ago
    ​Our sales manager wants the sales staff to have the ability to Delete or Remove old unused addresses from the customer master record when necessary.

    Delete and Remove Customer addresses

    Which security privilege will give them the ability to do this?

    ------------------------------
    Rudy Salcedo
    Senior Programmer/Analyst
    LaForce, Inc
    Green Bay WI
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  • 2.  RE: Deleting Customer addresses
    Best Answer

    TOP CONTRIBUTOR
    Posted 19 days ago
    Hi Rudy,

    The delete action is controlled by a menu item action called: 'CustDirPartyPostalAddressDelete'. Out of the box, there is no privilege having this menu item included. So, to have this option available for non admin users, it needs to be included as privilege, duty and then linked to a role.
    The remove option is controlled by the duty 'Maintain global address book master' (DirAddressBookMasterMaintain). This is included on the roles 'Human resource manager', 'Logistics manager' and  'Information technology manager'.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------



  • 3.  RE: Deleting Customer addresses

    TOP CONTRIBUTOR
    Posted 19 days ago
    ​Thanks André!

    ------------------------------
    Rudy Salcedo
    Senior Programmer/Analyst
    LaForce, Inc
    Green Bay WI
    ------------------------------



  • 4.  RE: Deleting Customer addresses

    TOP CONTRIBUTOR
    Posted 19 days ago
    ​Question...before a customer's address gets deleted, does AX check first to make sure that there aren't any open Sales Orders, etc that specify that address?

    ------------------------------
    Rudy Salcedo
    Senior Programmer/Analyst
    LaForce, Inc
    Green Bay WI
    ------------------------------



  • 5.  RE: Deleting Customer addresses

    GOLD CONTRIBUTOR
    Posted 19 days ago
    Hi Rudy,
    Before deleting any address, I would test in a Test Environment. I would review from the sales order, shipments and/or loads, packing slips and invoices. Are you using EDI and are there any links to the record ID? Using the Remove sets the address to an archive status. This is the process that we are currently using.

    ------------------------------
    Sarah Gabriel
    Operations Business Analyst
    Kai USA Ltd
    Tualatin OR
    ------------------------------



  • 6.  RE: Deleting Customer addresses

    GOLD CONTRIBUTOR
    Posted 19 days ago
    It appears that in the X++ there is a validateDelete() method that gets called so I would assume this to be the case.

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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  • 7.  RE: Deleting Customer addresses

    TOP CONTRIBUTOR
    Posted 19 days ago
    ​In my dev environment when I tried to delete a customer's address that was being used on an open sales order, I received this (not very user-friendly) error msg.

    Error when trying to delete a cust address being used on an open SO
    So as we would expect, there is definitely a check to make sure the address isn't specified on open/pending transactions before deleting it.

    Thanks everyone!

    ------------------------------
    Rudy Salcedo
    Senior Programmer/Analyst
    LaForce, Inc
    Green Bay WI
    ------------------------------



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