How to Delete a Business

Deleting a business permanently removes it from the global directory. Use this only when the record is no longer needed and your governance rules allow it.

Audit trail

The product blocks deletion while the business is still linked to existing data (for example Purchase Orders or Receipts). If Delete is missing or disabled, resolve those links first—or use How to edit a business to update the record if your process supports deactivation instead of delete.

Open Businesses and start delete

1. In the sidebar, expand Procurement and click Businesses (same path as How to add a business).
2. Find the row (use Search by name if needed).
3. Click the ⋯ (more) icon on the right of the row.
4. Choose Delete (often shown with a trash icon).

The menu may also list Edit and Duplicate—those are covered in How to edit a business.

Confirm deletion

A Confirm Deletion dialog opens:

• A warning icon and the title Confirm Deletion.
• A message that includes the record name (for example {BU8 - Quebec Industrial Authority}) and states that the action cannot be undone.
• Cancel — closes the dialog without deleting.
• Delete (red) — confirms permanent removal.

5. Read the message, then click Delete to proceed or Cancel to keep the business.

Related

• How to add a business
• How to edit a business
• Businesses (global directory)