I'd like to know what the implications would be of deleting old salespeople codes, that are no longer used, from A/R. We'd like to do this because it will make our reporting in S/A easier. We currently have 50 or so salespeople codes set up from the last 18 years that are no longer used. Can they just be deleted from A/R or will bad things happen to our old data when the codes no longer exist?

Hi Clint,

In older versions of Adagio OrderEntry, an integrity error would be reported on documents where a deleted salesperson code exists. This was relaxed in the upgrade to version 8.1D, and I no longer see integrity errors even if I am checking OE history.

You will get an error if you edit a document in OE that contains a deleted salesperson code. Presumably in Adagio Invoices as well.

If you choose to go this route, I strongly suggest making a full backup of your data before proceeding.

With the Toolkit for Adagio you can change or combine salesperson codes. In your case, you could combine a whole bunch of salesperson codes into one. The change would applied across your entire dataset including history. You could also change your active set of salesperson codes. One of many (32) useful functions included with the Toolkit for Adagio.