Deleting a company record
It is recommended that you mark unneeded companies as inactive rather than deleting them. To do so, clear the check mark from the Active check box in the company’s profile. This will prevent the company’s ID from being displayed in drop-down lists in Company ID data entry fields.
However, if needed, you can delete a company record, as long as the company has never been recorded on a trip.
Warning: The system does not check for references to a deleted company on any records other than trips.
1. Look up the profile of the company you want to delete and click
Delete on the main toolbar.
2. The system will ask for confirmation before deleting the company record.
Show me
3. Click Yes to delete the company record.
The system checks to see if the record has been used on a trip.
• If the system check shows that the company was never used as the Order By, Bill To, shipper, consignee, or the location of a stop on a trip, the record will be deleted.
• If the system check shows that the company has been referenced on a trip, the record will not be deleted and a message indicating this is displayed.
