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:
- If instances of the type exist.
- If other dependent records exist (for example, a custom workflow that references the transaction type).
- 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:
- Go to Customization > Lists, Records, & Fields > Transaction Types.
- In the Edit column, click the name of the transaction type you want to delete.
- 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.
- 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.
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:
- The transactions are migrated to a new transaction type called Deprecated Custom Transaction.
- The transactions are locked to editing, although they can still be voided.
- If the transactions are in open periods, they can be deleted.
- Body fields are added to the transaction showing:
- The name of the custom transaction type that was deleted.
- The status of the transaction at the time it was deleted.
- Associated printing templates are deleted.
- 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.