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Finance | Project Operations, Human Resources, ...
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Delete Order Type

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Posted on by 5

Is there any way that we can delete an old document type? Or make inactive? 

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  • Becky Berginski Profile Picture
    on at

    Hello Garrett,

    Thank you for using Community Forums. My name is Becky and I will assist you.

    You can go to Sales >> Setup >> Sales Order Processing >> Sales Document Setup button >> select the Quote, Order, Back Order, Fulfillment Order/Invoice, or Return option. Enter you order type and press the delete button.

    A document ID can be deleted if there are no unposted documents that use the document ID. Posted, transferred, voided, or deleted documents that use the deleted document ID won’t be affected.

    Let me know if you have any questions

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