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The ability to delete customer data (from a Business Partner / Contact Person) is required by German law in regards to the Data Privacy/Data Protection Act. 

A user with Administrator rights is able to select the fields to delete data from and define the time period after which this deletion will be executed.

Configuration

Business Cases

A user with Administrator rights needs Business Cases ID 2020 in order to access the following lists.

  • Expiration Field List 
  • Deleted History Data List
  • Delete Fields Initiation

The Expiration Field List can be accessed from the domain /HistoryData/ExpFieldList

A new Expiration field can be created by clicking on the "+" button

The Deleted History Data list (historical data) can be accessed from the domain /HistoryData/DeletedHistoryData

  • Initiating the Deletion of Expired Fields

The Delete Fields Initiation can be accessed from the domain /HistoryData/InitiateDeletionOfExpiredFields

This event will return true if the deletions where successful and  false if any of the deletions was unsuccessful.

To automate the procedure, the user with the help of the OD IT department can create a OneFire event calling the above method and it is recommended to call the method at least once per day.


Setup Keys

  • HistoDataExpPeriodFromLastUpdate : This is a numeric setup key that can be 0 or greater and used for Override deletion by the Last Update of the Entity.
  • HistoDataExpPeriodFromLastActivity : This is a numeric setup key that can be 0 or greater and used for Override deletion by the Last Activity of the Entity.

Note

Below is a table with the fields that the system allows to be deleted.

Type

Field

BPAddressStreet
BPAddressZip Code
BPAddressCity
BPAddressState
BPAddressCountry
BPAddressBlock
BPAddressBuilding
BPAddressStreet Number
BPBankAccountBank Code
BPBankAccountIBAN
BPBankAccountAccount No
BPBankAccountBank Account Name
BPBankAccountBIC/SWIFT Code
BusinessPartner_DataPrivacyBusiness Partner Data Privacy
BusinessPartner_DetailsIndustry
BusinessPartner_DetailsMobile Phone
BusinessPartner_DetailsTelephone 1
BusinessPartner_DetailsTelephone 2
BusinessPartner_DetailsEmail
BusinessPartner_DetailsFax
BusinessPartner_DetailsWebsite
BusinessPartner_DetailsProfession
BusinessPartner_DetailsCurrency
BusinessPartner_DetailsFederal Tax ID
BusinessPartner_DetailsTax Office
BusinessPartner_DetailsAdditional ID
BusinessPartner_DetailsUnified Federal Tax ID
BusinessPartner_DetailsRemarks
BusinessPartner_DetailsVAT Group
BusinessPartner_DetailsCompany Size
BusinessPartner_DetailsForeign Name
BusinessPartner_DetailsTerritory
BusinessPartner_DetailsSales Employee
BusinessPartner_DetailsIndustrial Sector
BusinessPartner_DetailsVIP
ContactEmployee_DetailsHomeFax
ContactEmployee_DetailsHome Mobile Phone
ContactEmployee_DetailsHome Website
ContactEmployee_DetailsWork Email
ContactEmployee_DetailsWork Fax
ContactEmployee_DetailsWork Mobile Phone
ContactEmployee_DetailsWork Phone Reception
ContactEmployee_DetailsWork Website
ContactEmployee_DetailsName Day
ContactEmployee_DetailsAge Range
ContactEmployee_DetailsRemarks 1
ContactEmployee_DetailsRemarks 2
ContactEmployee_DetailsWorkPhoneAssistant
ContactEmployee_DetailsWork Company Name
ContactEmployee_DetailsWedding Anniversary
ContactEmployee_DetailsPets
ContactEmployee_DetailsSales Employee
ContactEmployee_DetailsCitizenship
ContactEmployee_DetailsFacebookUrl
ContactEmployee_DetailsTwitterUrl
ContactEmployee_DetailsLinkedinUrl
ContactEmployee_DetailsGooglePlusUrl
ContactEmployee_DetailsCity of Birth
ContactEmployee_DetailsDate of Birth
ContactEmployee_DetailsNumber of Children
ContactEmployee_DetailsChat
ContactEmployee_DetailsPosition
ContactEmployee_DetailsTitle
ContactEmployee_DetailsLetter Salutation
ContactEmployee_DetailsTelephone 1
ContactEmployee_DetailsMobile Phone
ContactEmployee_DetailsEmail
ContactEmployee_DetailsProfession
ContactEmployee_DetailsGender
ContactEmployee_DetailsTelephone 2
ContactEmployee_DetailsFax
XIS_CARS_DetailsLicense Number
XIS_CARS_OdometerOdometer




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