Modifying or Deleting a Custom Transaction Type Status

After you create statuses for your custom transaction type, you may want to make changes. Your ability to make changes varies, as follows:

Before users have created transaction instances, you can change any field’s value except ID. You can also delete statuses. Note that when you a delete a status, its ID value is never reused.
After an instance of a transaction type has been created, your options are limited to changing the name of the status and changing the translations of the name. You cannot make other changes, and you cannot delete statuses.

Note:

You can add new statuses at any time, as described in Creating Statuses for Custom Transaction Types.

Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type.
Click the Statuses subtab.
If you want to edit an existing status, do any of the following:
- To change the status name, edit the value in the Description column.
- To change whether the status is posting, click in the Posting column and check or clear the box. If you cannot display the box, then an instance of the transaction type already exists, and this field cannot be changed.
- To change or add translations of the status name, click in the Translation column. The system displays a popup window that lists all the existing translations. Make changes as needed. When you are finished, click Done.
If you want to delete a status, complete the following steps:
1. Click in the row that represents the status you want to delete. The system displays several buttons.
2. Click Remove. If you do not see a Remove button, then an instance of the transaction type already exists, and the status cannot be deleted.
Click Save.