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Microsoft Dynamics AX (Archived)

how to delete project categories and shared categories?

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Posted on by Community Member Microsoft Employee

We need to deactivate a number of old procurement categories.  This part is fine as they do not then appear in the live list for selection.  However we have a one to one ratio of Shared category and Project category for each procurement category which are proving difficult to delete and there are no deactivation options. 

I get the following messages:

"Shared category cannot be deleted while dependent Category table exist. Delete dependent Category table and try again" and

"Project category cannot be deleted while dependent items exist.  Delete dependent items and try again"

I have removed all lines of committed cost for the procurement category so it isn't referring to that.

I do not know what the 'dependent items' or the 'category table' is to be able to delete them.  There will of course be lots of history of past completed transactions that I cannot remove.

Any ideas how to remove the shared category or the project category to keep the list of these manageable?

AX20132R3

thank you

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    on further advice, it is apparently just the fact that there are past transactions for these procurement/project categories that is preventing removal. 

    The options are to utilise the category/project validations, or remove the 'active in journals' tick box.  We will explore what we can do now.

    thanks all for help,

    AXF

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    ok thanks very much for taking a look, it will be some table entry somewhere I'm sure.  If I find the answer I will report back here,

    regards

    AXF

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    Hi AXF,

    In this case, I would suggest that you talk to a development guy.

    They are able to check this error message at a much deeper level and should be able to tell you why things cannot be deleted.

    Would be great if you can keep us updated here.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    no I just checked them,

    thanks

    AXF

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    Hi AXF,

    Do you have any pending transaction where the category might be used?

    Best regards,  

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    thanks Ludwig,

    There is indeed a Project category associated to each procurement category in the Product Information module.  I have removed this for good measure, but unfortunately still get the same errors when trying to delete both the project category and the shared category.

    regards

    AXF

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    Hi AXF,

    Can you also check your procurement categories that are setup in the Product Information Management module?

    There might be a category linked there.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    unfortunately not

    thanks

    AXF

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    Hi AXF,

    And do those service products have the category linked that you want to delete?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to delete project categories and shared categories?

    Hi Ludwig,

    There isn't a corresponding 'released product' for the procurement or project category.  We only have a handful of released products which are mostly of type 'service' as we don't use stock items.

    regards

    AXF

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