Changing or Deleting Codes
Once a code is created in Purchase Order, you can change its description and some of the other information at any time. However, once a code is in use, it is important to know how a change will affect the rest of the software. For example, if you change a Department Code or a Layout Code, the change is going to affect all the buyers to which those codes are attached. Changes you make to codes will not affect previously posted transactions.
NOTE: If you delete a code, please 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 Select Options > <Code you want to modify> from the left navigation pane.
2 Type the code or use the Lookup to select the code you wish to change or delete.
3 Click the Edit button. 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 indicating what the code is attached to.
Code type | To delete it |
|---|
Buyer | You must detach Buyer Codes from unposted transactions before you can delete the Codes. |
Comment | You can delete Comment Codes to prevent them from being used in the future. However, all Comment Codes that were already included with transactions will still be visible. |
Department | You must detach Department Codes from all Buyer Codes and unposted transactions before you can delete the Codes. |
Frequency | You must detach Frequency Codes from all records before you can delete the Codes. |
Ship Via | You must detach Ship Via Codes from any unposted transactions before you delete the Codes. |
Layout | You must detach Layout Codes from all Buyer Codes before you can delete the Layout Codes. |
Published date: 02/08/2021