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Procedure documentationMarking a Customer for Deletion

 

You can use the Change Request service to create a change request that, once approved, will flag the customer for archiving in the next archiving run.

Prerequisites

The customer exists in the active area and is not part of an ongoing change request.

Procedure

  1. Select a customer in the search result list.

    In the Search Customer service, select a customer in the result list and choose Mark for Deletion.

  2. Select a change request type.

    In the Available Change Request Types dialog box, select an change request type.

  3. Enter change request data.

    In the Change Request section, enter a description for your change request in the Description field. For further details see the corresponding section in Creating a Customer.

  4. Submit change request.

    To trigger the deletion workflow, click the Submit button.

Result

The system creates a change request for deleting the chosen customer. The change request triggers the appropriate workflow and, once approved, results in the customer being flagged for archiving in the next archiving run.