Delete Company
Company/Rep Ribbon > Actions Group > delete (Company)
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Delete Company Company/Rep Ribbon > Actions Group > delete (Company) |
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Delete Company allows you to completely remove a Company from the StaffSuite system.
Note
A company can only be deleted if ALL of the following are true:
The company is not (and has never) played any role (owning, ordering, using, attn to) on any order.
The company is not the using company on any assignment.
The company does not have any sub-company components below it in the company structure.
The only activity associated with the company is the company (and company rep, if applicable) add.
The company does not have any outstanding A/R balance.
The Company is included on a Company Saved List.
The company does not have any unpaid timesheets, paid timesheets, or invoices associated with it.
The company is NOT linked to TempBuddy.
Deleting a Company
NOTE: Keep in mind that, when a company is deleted, all associated comments, skills, notifications, activities, etc., are deleted as well. If you are deleting a parent company, all associated reps will be deleted. If the company is not a parent, no rep will be deleted (instead, the rep will have his/her home component switched to the parent of the component being deleted).
To delete a company, follow these steps:
Make sure that the Company you want to delete is in currency.
From the Company/Rep ribbon, select Delete (make sure you are selecting Delete from the Company area and not the Rep area).
The following window displays:
Note: The name of the company you are seeking to delete will display instead of "Acme Metalworks".
Select Yes to delete the Company. Click No to leave the company as is.
If you select Yes, a message will display confirming that the company was deleted.
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