Changing or Deleting Codes
Once you create a code, you can open and change the description and some of the other information at any time. It is important to know how it will affect your system if you delete or change a code. Changes you make to codes will not affect previously posted transactions.
NOTE: If you delete a code, you might need to add a new code to any transactions or records it was attached to before you can successfully post.
To change or delete codes:
1 In Accounts Receivable, select Options > <Code Type> from the left navigation pane.
2 In the window that appears, type in the code or use the Lookup to select the code you want to change or delete.
3 Select the Edit button. This button will then change to read Del.
4 If you are editing this code, make your changes and then select Save.
If you want to delete this code, select the Del button.
5 Repeat the necessary steps until you are finished changing or deleting the necessary codes.
If you try to delete a code that is attached to records or transactions, you will receive an error message. You can then print a report that indicates what record the code is attached to.
Code type  
To delete it  
AR Codes
You must detach AR Codes from all customers before you can delete the Codes.
Terms
You must detach Terms Codes from all unposted records before you can delete the Codes.
Type
You must detach Type Codes from all records before you can delete the Codes.
Transaction
You must detach Transaction Codes from unposted transactions before you can delete the Codes.
AR Clerk
You can delete an AR Clerk Code at any time, but you must have at least one created if you accept credit cards.
Frequency
You must detach Frequency Codes from all records before you can delete the Codes.
Recurring
You must post any recurring transactions in open batches before you can delete the Codes.
Salesperson
You must post any open transactions that contain the Salesperson Code you want to delete before you can delete the Code.
Tax
You must post any open transactions that contain the Tax Code you want to delete before you can delete the Code. Default codes in the software cannot be deleted.
Credit Card
You must detach Credit Card Codes from all unposted records before you can delete the Codes.
Contact Department
You must detach Contact Department Codes from all customers before you can delete the Codes.
Published date: 12/31/2020