Delete Additional Documents
This feature provides you with the ability to delete your Additional Documents. The Delete Document option is available in both the Document tab (for Declarations, Buy/Sell Shipments, Trade Transactions, Item and Item Origin) and the Document Manager.
In the example below, the Delete Me Document will be deleted from both the Buy Shipment Document Tab and then from the Document Manager.
The Buy Shipment Document Tab initially has six Additional Documents to start - including the document to be deleted - the Delete Me Document.
Buy Shipment Document Tab
Below, the Actions menu - the gear icon next to the Delete Me Document - is selected to bring up the Document Action menu, note the availability of the Delete Document action..
Document Menu Options for Additional Document Delete Me Document
When the Delete Document action is run the selected document will be removed, and the confirmation message below will be displayed.
Delete Document Confirmation
Once completed, the shipment now only has five Additional Documents, the Delete Me Document has been deleted.
Result After Delete Document
The Delete Document action is available in the following managers:
- Customs > Declarations. On the Documents tab
- Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. On the Documents tab
- Transactions > Trade Transactions. On the Documents tab
- Trade Agreements > Campaign Lines. On the Documents tab
- Master Data > Item. On the Documents tab
- Master Data > Item Origin. On the Documents grid
In the example below, the same document will be deleted - but this time the document will be deleted from the Document Manager. Business Process Automation > Document Manager > Actions > Delete Document.
Document Manager - Delete Me Document
The Delete Me Document is selected and the action Delete Document is run.
Document Manager - Delete Document Action
The Document Delete confirmation message is provided.
Delete Document Confirmation
Business Benefit
The Delete (Additional) Document option simplifies the steps required to remove documents from their related objects.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Note attempting to delete a document related to other documents (Consolidated documents etc.) will result in an error message.
Delete Error Message for Documents Related to Other Documents