Deleting a Custom Segment Definition

Depending on the Allow GL Custom Segment Deletion setting in General Accounting Preferences, you may be able to delete custom segments. If custom segments can't be deleted, you can inactivate them.

Warning:

If you delete a custom segment definition, both the custom segment definition and all custom segment values and instances on records are removed anywhere they're used. Consequently, custom segment values are removed from transactions, even in closed periods. You can't reverse the deletion of a custom segment.

To delete a custom segment, you must have the appropriate permissions. Authorized users include the following:

You can't delete a custom segment if it has dependent segments. For example, if another segment references this segment in the Filtered by field, the first segment can't be deleted.

You can't delete the custom segment if it's used for criteria in duplicate detection. If you try to do so, you'll receive an error message. For more information about duplicate detection, see Setting Up Duplicate Detection.

To delete a custom segment definition:

  1. Go to Customization > Lists, Records, & Fields > Custom Segments.

  2. Locate the name of the segment you want to delete and click Edit.

  3. In the Action menu, click Delete.

    The system displays a warning asking if you're sure you want to delete the custom segment.

  4. Click OK.

Related Topics

General Notices