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 |
BPAddress | Street |
BPAddress | Zip Code |
BPAddress | City |
BPAddress | State |
BPAddress | Country |
BPAddress | Block |
BPAddress | Building |
BPAddress | Street Number |
BPBankAccount | Bank Code |
BPBankAccount | IBAN |
BPBankAccount | Account No |
BPBankAccount | Bank Account Name |
BPBankAccount | BIC/SWIFT Code |
BusinessPartner_DataPrivacy | Business Partner Data Privacy |
BusinessPartner_Details | Industry |
BusinessPartner_Details | Mobile Phone |
BusinessPartner_Details | Telephone 1 |
BusinessPartner_Details | Telephone 2 |
BusinessPartner_Details | |
BusinessPartner_Details | Fax |
BusinessPartner_Details | Website |
BusinessPartner_Details | Profession |
BusinessPartner_Details | Currency |
BusinessPartner_Details | Federal Tax ID |
BusinessPartner_Details | Tax Office |
BusinessPartner_Details | Additional ID |
BusinessPartner_Details | Unified Federal Tax ID |
BusinessPartner_Details | Remarks |
BusinessPartner_Details | VAT Group |
BusinessPartner_Details | Company Size |
BusinessPartner_Details | Foreign Name |
BusinessPartner_Details | Territory |
BusinessPartner_Details | Sales Employee |
BusinessPartner_Details | Industrial Sector |
BusinessPartner_Details | VIP |
ContactEmployee_Details | HomeFax |
ContactEmployee_Details | Home Mobile Phone |
ContactEmployee_Details | Home Website |
ContactEmployee_Details | Work Email |
ContactEmployee_Details | Work Fax |
ContactEmployee_Details | Work Mobile Phone |
ContactEmployee_Details | Work Phone Reception |
ContactEmployee_Details | Work Website |
ContactEmployee_Details | Name Day |
ContactEmployee_Details | Age Range |
ContactEmployee_Details | Remarks 1 |
ContactEmployee_Details | Remarks 2 |
ContactEmployee_Details | WorkPhoneAssistant |
ContactEmployee_Details | Work Company Name |
ContactEmployee_Details | Wedding Anniversary |
ContactEmployee_Details | Pets |
ContactEmployee_Details | Sales Employee |
ContactEmployee_Details | Citizenship |
ContactEmployee_Details | FacebookUrl |
ContactEmployee_Details | TwitterUrl |
ContactEmployee_Details | LinkedinUrl |
ContactEmployee_Details | GooglePlusUrl |
ContactEmployee_Details | City of Birth |
ContactEmployee_Details | Date of Birth |
ContactEmployee_Details | Number of Children |
ContactEmployee_Details | Chat |
ContactEmployee_Details | Position |
ContactEmployee_Details | Title |
ContactEmployee_Details | Letter Salutation |
ContactEmployee_Details | Telephone 1 |
ContactEmployee_Details | Mobile Phone |
ContactEmployee_Details | |
ContactEmployee_Details | Profession |
ContactEmployee_Details | Gender |
ContactEmployee_Details | Telephone 2 |
ContactEmployee_Details | Fax |
XIS_CARS_Details | License Number |
XIS_CARS_Odometer | Odometer |
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