Video

You have the ability to delete data through a configuration package. There are several ways to delete database data:

Note: You can only delete data from tables that you are licensed to access.

To delete database data using package data

These steps allow you to delete data from the database by updating package data, and then applying the package data to the database. To be able to do this, data needs to exist in the package. If required, you can copy database data to a package. This can be done for a company with any status. The deletion is validated to ensure that other data will not be affected.

  1. In the Search box, enter configuration packages, and then choose Configuration Packages.

  2. Open the package that contains the tables that you want to delete data from.

  3. In the Tables FastTab, select the table that has records that you want to delete.

  4. Choose Table>Package Data.

  5. Select the Delete in Database check box for the records that you want to delete. If you want to delete all of the records, click Set Delete in Database on the Home tab, which will select the Delete in Database check box for all of the records.

  6. On the Home tab, choose Apply Data. JustFoodERP will validate that the record can be deleted, and then will delete the selected records from the database.

To delete database via the Excel spreadsheet

These steps allow you to define which records to delete from an Excel spreadsheet. When the Excel spreadsheet is imported, the records marked as Delete are deleted from the database when applying the data. In order to mark records for deletion, you need to add the Import Type column to the spreadsheet, which is done via the Configuration Worksheet or the Config. Package Card.

These steps show how to add the Import Type column to the spreadsheet using the Config. Package Card window.

  1. In the Search box, enter configuration packages, and then choose Configuration Packages.

  2. Open the package that contains the tables that you want to delete data from.

  3. Select the Import Type as Column field. This adds a column at the end of the Excel spreadsheet, which allows you to define if the record should be deleted.

  4. Modify the fields to display in the Excel spreadsheet:

    1. On the Tables FastTab, choose Table>Fields. The Config. Package Fields window opens.

    2. Clear the Include Field for any fields that you don't want to be displayed in the Excel spreadsheet.

      Important: Make sure that Include Field is selected for the Import Type line. If you filter on Import Type=Yes, you can find the line quickly, and make sure that the Include Field check box is selected. If Include Field isn't selected for the Import Type line, then it won't be in the Excel spreadsheet.

    3. Click OK.

  5. On the Tables FastTab, choose Excel>Export to Excel.

  6. Click Yes to export the data to the Excel spreadsheet.

  7. Enter a name for the spreadsheet and click Save. The Excel spreadsheet opens.

  8. For all of the records that you want to delete, change the value in the Import Type column to Delete.

  9. Save the spreadsheet.

  10. Return to the Config. Package Card window.

  11. On the Tables FastTab, choose Excel>Import from Excel.

  12. Navigate to the spreadsheet, and click Open.

  13. On the Home tab, in the Process group, choose Apply Package.

  14. Click Yes to apply the data. The records marked as Delete have been deleted from the database.

To delete database data with no validation

These steps allow you to delete database data with no validation. This can only be done for companies that have a status of Testing or Development on the Companies window. You would typically delete data this way when you want to create a clean company.

 Warning: This function does NOT run data deletion integrity checks. Data will be deleted regardless of whether other data will be impacted.

  1. In the Search box, enter configuration packages, and then choose Configuration Packages.

  2. Open the configuration package that contains the tables that you want to delete data from.

  3. To delete the data from all of tables listed in the package,

    1. On the Home tab, in the Process group, choose Delete Database Data.

    2. Click Yes at the confirmation message. The data is deleted. This may take a while depending on the number of records.

  4. To delete data from selected tables,

    1. In the Tables FastTab, select the tables that you want to delete data from. Tip: Use <Ctrl+click> to select more than one table.

    2.  Choose Functions>Delete Database Data.

    3. Click Yes at the confirmation message. The data is deleted. This may take a while depending on the number of records.

See Also

Tip