Articles tagged #DELETE
Articles tagged
#DELETE
Delete an EFT Batch from Electronic Bank Payments
User needs to delete the EFT Batch Payment.
Delete Duplicate Acquisition Records of Fixed Assets
User is trying to delete duplicateAcquisitionrecords ofFixed Assets.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Delete Bill Payment Batch With No Associated Transactions - No Records to Show
There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.
Electronic Bank Payments > Rollback
In payment rollback, the payment file is deleted and all its associated payments are deleted. Credits are not included in a payment rollback. Any credit transactions are still applied to a bill or invoice.
Remove an Employee from the Sales Rep Field > Unable to Locate the Employee Record
The user wants to remove one of the employees listed on the standard Sales Rep field in entity/transaction records. However, when the user navigates to the Lists > Employees > Employees, the employee is not listed. The employee may have a generic name such as "Pre-Sales, Sales - Professional Services, Accounts, Marketing Team", etc.
How to Handle Fixed Assets that were Generated Erroneously
An elimination Journal includes an Asset account and erroneously generates an asset through an Asset Proposal.
Deleting Assets
This feature lets you remove invalid assets (including its related records) from the system. You can use this feature to delete assets without associated journal entries and proposal records. If the asset has a journal entry, you must manually remove the journal entry before deleting the asset.
Mass Delete Item Records through Inline Editing
To be able to mass delete Item Records using the Inline Editing function.
Editing or Deleting Vendor Prepayment Transactions
You may need to update or delete a vendor prepayment transaction.
Role Permissions > Access to Delete Open Deposits
A user creates a custom role with the ability to delete bank deposits and customer deposits.