Delete Transaction Type

[Sara Lieser]

What, if any, are the implications of deleting a trasaction type?

Thank you,

[Lance Bateman]

First, some are standard from Applied and may not be available to delete.
If you're talking about those you set up - first, run reports for transactions during your "retention period" (such as 7 years).  If not used during that time, AND you have purged older stuff - you could delete them.

If you haven't purged, or they have been used in anything archived or in the "live" files - you'll get multiple problems as the system would not know how to interpret them for any run.

What, if any, are the implications of deleting a trasaction type?

Thank you,

[Andrew Carrick]

Old entries under that code will remain but system will same "invalid code" or unknow or something similar, so you don't delete any entries by doing it, if that's what you're worried about.

I suggest running a report of all the entries of that type bfefore you delete it, so you have a permanent record.

[Hans Manhave]

In case it is of interest how to run such report:

Use Reports / Search / Transactions - Customers.  In criteria set those things that you can use to limit the results.  For example, the Transaction date.

Only select one field in the Fields section: Transaction type.  Group and summarize by this field.  Run the report and you'll get a count of the transactions used and how many.

There could be other reports, readily available.  I run a similar report as described almost monthly to make sure of what transactions are being used.  Very helpful for other report designs and filters.

[Andrew Carrick]

ooh ohh, and, as well...you can report on the deleted transactions at a later date by using Extra Criteria, Transact.type="XXX" where XXX is you code.