Changing or Deleting Codes
Once you create a code in General Ledger, you can change some of the information you previously saved. It is important to consider how editing a code can affect other areas of the software.
If you are no longer using a code, you might want to delete it. Changes you make to codes will not affect previously-posted transactions.
NOTE: If you delete a code, be aware that 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 a code:
1 In General Ledger, select Options > <Code you want to modify> from the left navigation pane.
2 Type or use the Lookup to select the code you wish to change or delete.
3 Select Edit. This button then changes to read Del.
4 If you are editing the code, make your changes and select Save.
If you try to delete a code that should not be deleted because it’s attached to records or transactions, you will receive an error message. You can then print out a report that indicates what the code is attached to.
Cody type | To delete it |
|---|
Frequency | You must detach Frequency Codes from all unposted records before you can delete the Codes. |
Allocation | You must detach Allocation Codes from all unposted records before you can delete the Codes. |
Published date: 09/30/2021