How To Remove Unwanted Profiles and Profile Amounts At Site Level (Doc ID 252696.1)

Last updated on OCTOBER 13, 2022

Applies to:

Goal

Profiles are defined in the following hierarchy:

Profiles and profile amounts can be defined at the CUSTOMER level (shown in blue) or at the SITE (address) level (shown in orange).

At the CUSTOMER level:
      A MANDATORY profile is required a the account level.  These are shown in dark blue. Once created this record CANNOT be deleted.
      Profile currency records should be defined for every currency that transactions occur in for this customer. These records are shown in lighter blue.

At the SITE level:
       An OPTIONAL profile - shown in dark orange may be defined at the site level. Once created this record CANNOT be deleted.
       Define profile currency records for every currency that transactions occur in for this customer.   These records are shown in lighter orange.

The logic will use the profile settings at the lower level if the records exist. In the example shown above, since site level profile and profile amounts exist, these settings will be used by the system.
If site level profiles did not exist, the system would use settings from the records at customer level.

Depending on the business requirements, processes must be defined as to whether profiles are defined at customer level only or whether more specific profiles are needed at the site level.
If site level profiles are accidentally created for site level profiles, these  records cannot be deleted through the system and these are the settings that the system will use.

If site level profiles are created by mistake, there are two things to consider:

1. How to prevent the accidental site profiles from being used by other users of the form
2. How to remove accidental site profiles
   
   

Solution