Deleting Accounts and Products in Use

In most organizationClosed A deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs. configurations, you cannot delete an accountClosed In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. FinancialForce accounts can be any Account Record Type. or productClosed An item or service your organization sells. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices. once a FinancialForce transactionClosed A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. exists for it. This restriction is in place to maintain an accurate audit trail.

Warning:

In normal operation, we recommend that you don't allow anyone to delete accounts or products that are in use. "In use" in this context means that Accounting transactions exist that reference the specific account or product record.

However, you can configure your organization in such a way that this is possible. To do this you must perform the following configuration tasks:

  • Set an organization-level custom setting (Accounting Settings). See Managing Custom Settings for more details.
  • Add a custom field, Allow Deletion of Accounts in Use, to an appropriate account page layout.
Note:

You must be careful who you grant access to these checkboxes. We recommend that you use the security and access features of the underlying Salesforce platform to restrict access to these checkboxes. For example, either add the custom field to a specialized page layout, or make the field itself read only for the majority of users.

Someone with the appropriate access and permissions must select both checkboxes before the record can be deleted (one checkbox at organization-level and another at record-level).