Customer Deletion
The update program Application -> Customer -> Suggested Deletion - Customer creates a list of erasable customers and marks these customers as "Deleteable", in compliance with certain conditions in the update program Customer.
The following program documentation deals with:
- General Notes on the Program
- Deletion Procedure (sequence)
- Precondition for the Customer Deletion
- Customer Deletion
General Notes on the Program
With a multi branch installation, the update program Suggested Deletion - Customer can only be started in head office (main installation). Attempts to start the program in a branch (sub-installation) will be rejected with a corresponding error message.
Note:
The reports described in the following
will be executed in the MICROS Retail OSCAR POS application in a time-controlled manner via a
report chain.
Deletion Procedure (Order)
The characterization of “deleteable customers” and the subsequent deletion of these customers from the database is to be carried out in the following order:
Central (=Main Installation)
- Creation of the suggestion list of deleteable customers via the update program Application -> Customer ->Suggested Deletion Customer.
- Activation of the characterization "Deleteable" in the customer update mask after confirmation of the button Execute in the update program Application-> Customer ->Suggested Deletion Customer.
- Transfer of the modified customer data to all branches via the function Update Installation in the update program Installation.
Branch (=Sub-Installation)
- Deletion of the customers characterized as "Deleteable" from the database in the branches (sub-installation).
- Transfer of the statistical data to the Consolidation Customer.
Central (=Main Installation)
- Pickup of the state data of all deleted customers from all branches via the function Get Statistics in the update program Installation.
- Deletion of the customers from the database in
head office (main installation) via the report Customer Deletion in the
update program Customer.
Attention:
The final deletion of a customer from the database of head office (main installation) can only be carried out after the customer has been successfully deleted in all branches. The customer can only be deleted in the central when head office has received the state message of the customer deletion from all branches,.
Precondition for Customer Deletion
The deletion of customers from the database of the MICROS Retail OSCAR POS application can only be carried out under certain conditions, e.g. customers for which statistical data has already been stored in the database cannot simply be deleted manually.
In order to delete a customer, a so-called consolidation customer must be created in the system. The statistical data of the deleted customer will be transferred to this consolidation customer before the actual customer deletion is carried out.
Consolidation Customer:
- The consolidation customer must be assigned in the update program Customer type in the field Consolidation Customer. Via this consolidation customer (one consolidation customer per customer type), the statistical turnover reports can be called up after the customer deletion.
By use of the update program Application-> Customer -> Suggested Deletion - Customer, you can find deleteable customers in the database and store them in a suggestion list. The included Customer Positions can be edited, i.e. the characterization “Deleteable” can be switched on or off before the recording of the list is confirmed via the button
"Execute".
After the recording, the appropriate customers will be marked with the characterization "Deleteable" in the update program Customer and can be deleted from the database via the report “Customer Deletion” in the update program Customer -> Report -> Basic data.
Customer Deletion
The actual deletion of the customers characterized as "Deleteable" is carried out via the report “Customer Deletion” in the update program Customer -> Basic data. This report has to be successfully executed in all branches (sub-installation) in order to finally delete these customers in head office (main installation) after transfer of the state data.
Note:
One of the preconditions for a customer
deletion is the creation of a so-called consolidation customer in order to be
able to transfer the statistical turnover data of the deleted customer to this
consolidation customer before the actual deletion is carried out.
The consolidation customer must be assigned in the update program Customer Type in the field Consolidation Customer. Via this consolidation customer (one consolidation customer per customer type), the statistical turnover reports can be called up after the customer deletion.
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