Removing Custom Transaction Types

When a custom transaction type is installed as part of a bundle, it can also be removed, even if instances of that transaction type exist. You can remove the type by uninstalling the bundle. Additionally, a bundle update can remove the type.

This behavior differs from how the system treats transaction types that were created in the UI. Transaction types created in the UI cannot be deleted if an instance of the type exists.

When a bundle operation is used to delete a transaction type, the system takes the following actions with any existing instances of that transaction type:

To see a list of transactions that were instances of deleted custom transaction types, use the Transaction search type. Set the Type field to Deprecated Transaction Type.

For more information about custom transactions, see Custom Transactions.

Related Topics

Custom Transaction Types in Bundles
Pre-Bundling Checklist
Including a Custom Transaction Type in a Bundle
Other Suggested Objects
Post-Installation Steps
Accounting Preferences for Custom Transactions Applied to a Bundle

General Notices