Company cannot be deleted: projects, opportunities, bank accounts or books link to it
A company that is a project's promoter, a channel partner on an opportunity or commission, the owner of bank accounts or the entity of a set of books can't be deleted, so deals and postings stay traceable. Untick Active instead.
Messages this explains
- “Company cannot be deleted: linked <blockers>”
- “That conflicts with existing data.”
Company cannot be deleted: projects, opportunities, bank accounts or books link to it
You clicked Delete on a company and confirmed Delete company?, and the dialog refused.
What you see
In the Delete company? dialog, opened from the company page or the trash icon on Companies:
- "Company cannot be deleted: linked <blockers>", where <blockers> names what still refers to the company, for example "Company cannot be deleted: linked projects, bank accounts, accounting books". The possible blockers are projects, opportunities, bank accounts and accounting books.
- "That conflicts with existing data." when a channel-partner commission names the company.
The dialog warns in advance: "<name> and its attached contacts will be removed. A company used as a promoter, channel partner, bank-account holder or accounting entity cannot be deleted; deactivate it instead." Despite the wording, only the attachments go: the people attached to the company stay on Contacts and simply lose their link to it.
Why it happens
A company is referred to by records that must keep their party, so the app refuses to pull it out from under them:
| Blocker | What refers to the company |
|---|---|
| projects | It is the promoter entity of a project. |
| opportunities | It is the channel partner on an opportunity. |
| bank accounts | It owns bank accounts (collection, RERA separate, operative, GST and so on). |
| accounting books | It keeps a set of books. |
| (conflict message) | It is the channel partner on a commission. |
Deleting it would leave projects without a promoter, opportunities and commissions without the partner who brought them, and a set of books and its postings without the entity that keeps them. This keeps deals and postings traceable for audit.
How to fix it
- Deactivate instead of deleting. Open Edit company, untick Active and save (the Edit permission on Companies). The company keeps its history and is left out of the company pickers on other screens. This is the right answer in almost every case.
- Only if the company was linked by mistake, remove the links, then delete it (the Delete
permission on Companies):
- a project that names it as Promoter entity: pick the right promoter on Edit project (the Edit permission on Projects);
- an opportunity that names it as Channel partner: change or clear it on Edit opportunity (the Edit permission on Opportunities);
- its bank accounts: delete them under Bank accounts; an account with payments against it can only be deactivated;
- its books, or a commission naming it as channel partner: these hold postings, so the company stays. Deactivate it.
Related
Related
- Company (<company name>)Screen
One company's registrations, contact details, type-specific details, the people you deal with there and its bank accounts, with shortcuts to edit, delete or read the record's history.
- CompaniesScreen
The master list of legal entities you deal with: promoter entities, channel partners, vendors and contractors, with search, filters and shortcuts to open, edit or delete a company.
- ContactsScreen
The master list of every person your organization deals with, with a panel to add, edit, deactivate or delete a contact and see who changed the record.
- Edit <company name>Screen
Change any detail of a company; only the fields you touch are saved, and a change of company type swaps the type-specific section and clears the old type's fields.
- Edit projectScreen
Change a project's facts on one page: basics, site address, land survey details and expected possession, and, on a redevelopment, the development agreement date and the fair value of the development rights. The settings the project inherits from the organization live on its Settings tab.
- Edit opportunityScreen
Change an opportunity's lead source, owner, channel partner or requirements; the project and the buyer stay fixed, and only the fields you touch are saved.
- Bank accountsScreen
One register of every bank account you pay from or into: the promoter's collection, RERA separate, operative, GST and operating accounts, and the payout accounts of channel partners, vendors, buyers and society members, with joint holders and verification.
- Contacts, companies and company typesConcept
A contact is a person; a company is a legal entity with people attached. The company type decides which registrations the form asks for (promoter, channel partner, vendor, contractor), and a channel partner's default commission feeds the commissions on the bookings it brings.
- Promoter entityConcept
The company developing a project; every project must name one, and its books and bank accounts are where the project's demands, receipts and payouts are posted.
- Channel partner commissionsConcept
Brokerage owed to the channel partner who sourced a booking: accrued from the booking with a basis percent or a gross amount, GST and TDS under 194H, approved to post the accrual journal, and paid out singly or through a Commissions payout run.
- Bank account cannot be saved, changed or deleted: IFSC, owner, purpose, holders or payments in the wayTroubleshooting
The bank account panel refuses to save, the owner cannot be changed, a purpose is not available, or Delete answers that payments reference the account: each message, the rule and what to do instead.
- Books cannot be deleted: vouchers or payments exist in themTroubleshooting
The Delete books dialog refuses because the books already hold vouchers or payments; deactivate the books instead so their history stays intact.