Overview
Remove unused suppliers and categories where allowed.
Steps
- Suppliers: Open Program Maintenance > Supplier Maintenance, select a supplier with Cheques: 0, then delete.
- Categories: In Category (Chart of Accounts), delete only if never referenced and both opening and current balances are 0.00. Follow district policy. A warning will appear if a category has been referenced in a current year transaction and you will not be able to delete it.
Outcome
Lists are cleaned up without affecting historical data.