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Have setting to make deleting accounts not possible if they have been used during a certain time period

Maris Edgar on 7/3/2019 3:47:54 PM
Currently there is a setting that will produce an error if you try to delete an account that has been used in a set time frame entered by the user; however, in a test environment I was still able to click through the error and delete the account and related general ledger history. We would like to make it not possible to delete an account at all during the time frame, so that a careless mistake doesn't cause huge problems.
Category: Financial Management
STATUS DETAILS
Completed
Ideas Administrator

Business Central Team (administrator)

Can you please elaborate on how you see this 'block deletion' work?
It's easy to block in code, but you do make mistakes and with the 2 confirmation dialogs and validation for zero balance and closed fiscal year before deleting an account we think it both prevent random 'deletion' mistakes and still allow you to clean up after mistakes if you need to.

What if you accidentally create an account, post an entry, discover mistake and post a reverse entry - the new account was a mistake, not needed, will never be used again...should you still be able to delete the account?

Would like to hear your feedback. 

Best regards,
Business Central Team

Comments

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RE: Have setting to make deleting accounts not possible if they have been used during a certain time period

Birgit Fuchs on 1/19/2021 2:20:46 PM

Hi Business Central Team,

you ask: "What if you accidentally create an account, post an entry, discover mistake and post a reverse entry - the new account was a mistake, not needed, will never be used again...should you still be able to delete the account?"

Well, if there is still the setup "do not delete accounts with G/L-entries after this date", it would be possible to adapt the Setup temporarily and delete the account. Though i personally would not do that, because then you have at least 2 G/L-Entries without account-number. And that could lead to questions in an financial Audit.

@Frederik Tanghe: thanks for your comments and your idea. :-)

Kind regards,
Birgit

Category: Financial Management

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RE: Have setting to make deleting accounts not possible if they have been used during a certain time period

Frederik Tanghe on 1/11/2021 1:55:15 PM

I would add a new setting in General ledger setup: 'Block deletion G/L accounts'.

@ Business Central Team: in case you have this accidental error posting on account that you want to delete. You can solve that by disabling the block deletion G/L accounts + renumber G/L account (afterwords : of course: re-enable parameter 'block deletion G/L accounts'.

Category: Financial Management

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RE: Have setting to make deleting accounts not possible if they have been used during a certain time period

Frederik Tanghe on 1/11/2021 12:31:20 PM

My excuses, I created also a idea for this. https://experience.dynamics.com/ideas/idea/?ideaid=1e59772b-c051-eb11-8fed-0003ff688ba0

So please add this function!

Category: Financial Management

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RE: Have setting to make deleting accounts not possible if they have been used during a certain time period

Birgit Fuchs on 4/14/2020 4:20:12 PM

Dear Microsoft-Administration,

please approve this suggestion!

The current setting and function can lead to huge problems. It must not be possible to delete accounts within a certain period of time.

Thank you!

Category: Financial Management