RKL eSolutions Blog Trends and Insights

Deleting Customer/BP and Supplier addresses in Sage X3

In Sage X3 sometimes you have an address on a Customer, Supplier or BP that you no longer use or that was created by accident, you can sometimes just delete the address, see below.

If you need to delete a Supplier address for example:

Go to Common Data > BPs > Suppliers

First if this was an address that was just created and has not been used anywhere – you can click on the address line, then right click and choose ‘Delete line’ as shown below and the address would be deleted.

But if it is the Default address – you have to first make another address the default – So choose another address and click on the default address box, then Save.

X3 Common Data

Attempt to delete again and receive the message below.  This address was used for the Invoicing BP and Pay to BP which explains the message below.

X3 application error

Next go to the Financials tab and change the address in the 2 blocks shown below and Save:

X3 financials tab

New address.

X3 new address

Attempt to delete again and receive the message below which means that this address is used on the BP record.

X3 BP record

Now go to the BP record (Go to Common Data > BPs > BPs) and attempt to delete the address there after changing the default address – unfortunately the message

Below means that this address has been used in transactions and therefore cannot be deleted.  In all of v6 and above versions, the customer addresses cannot be deleted if the address has been used in any transaction.

Hence this address cannot be deleted – our suggestion is to put ‘DO NOT USE’ in the description.

Unfortunately addresses that have been used in transactions cannot be deleted.

X3 PAYMT

In conclusion, if an address was just created and you wish to delete it, this can be done by doing to the BP, Customer or Supplier record – right clicking on the address line and choosing ‘Delete line’.  But if the address had been used in any transactions, it cannot be deleted.

 

Tags: Sage X3
RKL Team

Written by RKL Team

Since 2001, RKL eSolutions has helped growing companies maximize their technology resources and investment. Over the years, we have helped hundreds of small and medium sized businesses as their strategic business partner. We specialize in the needs of Entertainment, Software & SaaS, Professional Services, Manufacturing, and Non Profit organizations. Our experienced consultants have a passion for making every facet of your business successful and are intent on building a long-term relationship with every client.