Deleting a company

You can delete a general ledger company and all associated data. This procedure is most often used to eliminate a test company. Security should be implemented to prevent unintentional deletions. This procedure describes the process for deleting a company.

Consider running these reports for the company before deleting it to keep a record of the information: Company Listing (GL210), Accounting Unit Listing (GL220), Journal Edit Listing (GL240), and Trial Balance (GL291).

  1. Use Company (GL10.1) to change the status of the company to Delete. You can only delete companies with a status of Delete.
  2. Run Company Copy Delete (GL110). Use these guidelines to specify the field values:
    Action

    Select Delete. This field indicates whether you want to copy, delete, or zero-out company information.

    Company

    Select the general ledger company that you want to delete in the Company field.

Related reports and inquiries

To Run
List company parameters Company Listing (GL210)
List accounting units by company Accounting Unit Listing (GL220)
Create a detailed listing of journal entries defined in Journal Entry (GL40.1) Journal Edit Listing (GL240)
Create a trial balance report Trial Balance (GL291)
Create a balance sheet report Balance Sheet (GL292)
Create an income statement report Income Statement (GL293)
Related topics