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:
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If instances of the type exist.
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If other dependent records exist (for example, a custom workflow that references the transaction type).
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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:
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Go to Customization > Lists, Records, & Fields > Transaction Types.
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In the Edit column, click the name of the transaction type you want to delete.
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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.
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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.
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:
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The transactions are migrated to a new transaction type called Deprecated Custom Transaction.
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The transactions are locked to editing, although they can still be voided.
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If the transactions are in open periods, they can be deleted.
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Body fields are added to the transaction showing:
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The name of the custom transaction type that was deleted.
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The status of the transaction at the time it was deleted.
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Associated printing templates are deleted.
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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.
Related Topics
- Custom Transactions
- Benefits of Custom Transaction Types
- Sales and Purchase Transaction Types Overview
- Custom Transaction Type Setup
- Creating and Editing Custom Transaction Types
- Custom Transaction Type Association with a Custom GL-Lines Plug-in Implementation
- Custom Transaction Type Association with a SuiteTax Plug-in
- Creating Sales and Purchase Custom Transaction Instances
- Printing Custom Transaction Instances
- Custom Transaction Types in Workflows