Deleting Custom Transaction Types

In some cases, it can be necessary to delete a custom transaction type. You can delete individual custom transaction types, or you can delete custom transaction types that were installed as part of a bundle.

Deleting Individual Custom Transaction Types

If required, you can delete custom transaction types. However, note that you cannot delete a custom transaction type in any of the following situations:

If instances of the type exist.
If other dependent records exist (for example, a custom workflow that references the transaction type).
If the transaction type was created by a bundle and was locked to editing.

For situations where deletion is not prohibited, you can use the following steps to remove the type.

To delete a custom transaction type:

Go to Customization > Lists, Records, & Fields > Transaction Types.
In the Edit column, click the name of the transaction type you want to delete.
To display a popup menu, click Actions. Then click Delete.

The system displays a popup message asking if you are sure you want to delete the transaction type.
Click OK.

The custom transaction type and any printing templates associated with the transaction type are deleted from your account.

Deleting Custom Transaction Types with a Bundle

Custom transaction types can be removed as part of a bundle removal or a bundle update.

Note:

Deleting custom transaction types applies only to bundle operations. If a custom transaction type was created manually in the UI and a transaction instance exists, you cannot delete the transaction type.

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:

The transactions are migrated to a new transaction type called Deprecated Custom Transaction.
The transactions are locked to editing, although they can still be voided.
If the transactions are in open periods, they can be deleted.
Body fields are added to the transaction showing:
- The name of the custom transaction type that was deleted.
- The status of the transaction at the time it was deleted.
Associated printing templates are deleted.
Custom fields are discarded unless they are related to a custom segment that has GL impact.

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.

Deleting Individual Custom Transaction Types

To delete a custom transaction type:

Deleting Custom Transaction Types with a Bundle

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