Modifying or Deleting Codes
Once a code is created in Sales, you can change the 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 Salesperson Code, the change is going to affect all the registers or batches to which the code is attached. Also, you can only delete codes that are not attached to open transactions or assigned to other areas of the software. 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 modify or delete a code:
1 Select the code you want to modify from the navigation pane.
2 Type the code or use the Lookup to select the code you want to change or delete.
3 Click the Edit button. This button then changes to read Del.
Click thumbnail for larger view of image.
4 If you are editing the code, make your changes and select Save.
- or -
If you are deleting this code, select the Del button.
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 |
|---|---|
Department | You must detach Department Codes from all Salesperson Codes and unposted transactions before you can delete the Codes. |
Salesperson | You must detach Salesperson Codes from any unposted transactions before you can delete the Codes. |
Tax | You must post any open transactions that contain the Tax Code you want to delete before you can delete it. Default codes in the software cannot be deleted. |
Alternate Tender, Normal, Paid Out, Coupon/Buy Down | You must detach these Codes from unposted transactions before you can delete the Codes. |
Credit Card | You must detach Credit Card Codes from all records before you can delete the Codes. |
Register | You must post all transactions associated with Register Codes before you can delete the Codes. |
Frequency | You must detach Frequency Codes from all records 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. |
Ship Via | You must detach Ship Via Codes from any unposted transactions before you delete the Codes. |
Published date: 11/22/2021