Modifying and Deleting Departments

At any time you can edit an existing department. Any change you make overwrites historical transactions. For example, if you change the name of the department NorthEast to North East, all historical transactions for that department appear as North East.

You can delete a department only if there are no dependent transactions. If there are any historical transactions, you cannot delete the department.

To modify a department record:

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

2. Click Edit to the left of the department you want to modify.

3. On the Department page, modify the department as needed.

4. Click Save.

To delete a department record:

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

2. Click Edit to the left of the department you want to delete.

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

4. Click OK to confirm the deletion.

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