Deleted batch in sales transactions.

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Posted on by Jean Brown

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In the past we could not delete a SOP batch if there were any transactions in it. This week someone deleted a batch with 119 invoices, we had to restore the backup. Has there been a change in GP? Our GP tech support guy change the sale order processing so now we can't delete orders or invoices, they now have to be voided. I know for a fact in the past we did not have it setup this way.

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babubaskaran@outloo... 12 on at

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Hi Jean,

Deleting SOP invoices has to be set up on SOP setup, I hope on your previous version it might have been not ticked and now its ticked.

Sales >> Setup >> Sales Order Processing >> Sales Document Setup button

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Community Member on at

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I don't remember any such change in recent versions. But to avoid any other module's batches getting deleted like this, I would suggest you to look into "Field Level Security" and disable "Delete Button" on all batch entry windows.

Just in case.

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Jean Brown 150 on at

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He did uncheck delete. But the question here is why can you delete a batch if there are transactions in it?

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There is probably one use to have a batch deleted even if there are transactions in it. Those who import/integrate transactions often from an external source may need this.

Hypothetically, if I imported like 100 transactions and they are somehow wrong, my simple option is to delete that batch totally and reimport. Otherwise, I must open each transaction and delete it.

So it's not bad, IMO.

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soma 24,410 on at

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There many reason available to delete the batch even it has many transactions.

1. Transaction created by incorrect transaction date.

2. Incorrect amount.

3. Transaction not belongs to the correct customers.

and etc.,,

So, delete is much needed for some cases.

If you don't want this delete features in batches, you can unmark this option in SOP setup window or set restriction with using field level security.

Hope this helps!!!

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Bill Campbell 12 on at

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Jean, SOP Invoices until they are printed can be deleted at this time and for some time in the prior versions as well.

Like the PO document, until printed it is really not protected that well by the application.

The security that was added was the ability to 'stop' the delete and require the 'void' option. Some clients don't like to see all the mistakes stored as VOIDED SOP documents, and therefore want to delete them.

It is frustrating when something like that happens, but thank goodness for backups.

I think going to the degree of removing the DELETE button on mass is pretty harsh - I think the security in the Setup of SOP is pretty good control.

Hope this helps.

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L Vail 65,271 on at

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Jean,

To my knowledge there has been no change in whether or not you could delete a SOP batch. As was mentioned by others, whether or not you could delete an unprinted SOP document is controlled by the document type setup. It's possible that a VBA customization prevented the delete. It would be very easy code to write. When you tried to delete a batch in the past, did you get an error message?

Kind regards,

leslie

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