Changing or Deleting Codes
Once you create a code in Inventory, 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. For example, if you edit a Promotional Pricing Code, the changes you make affect all of the items to which that code is attached.
If you are no longer using a code, you might want to delete it. You can only delete Inventory or Transaction Codes if they are not attached to unposted transactions. 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 Inventory, 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.
Code type | To delete it |
|---|
Inventory Codes | You must detach Inventory Codes from stock items before you can delete the Codes. Inventory Codes can only be edited on existing stock items if the stock item has no cost/quantity information and there is no quantity on hand. |
Transaction | You must detach Transaction Codes from unposted transactions before you can delete the Codes. |
Location | These are only available with MLI. Location Codes can only be deleted if they are not attached to any stock items. You must first transfer your stock items to new locations before you can delete or edit a Location Code attached to an existing stock item. |
Multi-Pack and Promotional | These codes can be deleted at any time. |
Published date: 12/21/2020