Modifying and Deleting Departments

You can edit an existing department at any time. Any changes you make overwrite historical transactions. For example, if you change the department name from NorthEast to North East, all historical transactions for that department show as North East.

You can delete a department only if there aren't any dependent transactions. If there are any historical transactions, you can't delete the department.

To modify a department record:

1. Go to Setup > Company > Classifications > Departments.

2. Click Edit next to the department you want to change.

3. On the Department page, make any changes as needed.

4. Click Save.

To delete a department record:

1. Go to Setup > Company > Classifications > Departments.

2. Click Edit next to the department you want to delete.

3. On the Department page, in the Actions menu, click Delete.

4. Click OK to confirm you want to delete the department.

Related Topics

• Departments and Classes Overview
• Creating Classes
• Modifying and Deleting Classes
• Restricting Access to Records by Class
• Creating Departments
• Restricting Access to Records by Department
• Converting Classes to Departments
• Converting Classes to Locations
• Custom Segments Overview

General Notices