Hi , I am trying to delete some old Sales Quotes , going back to 2018. At first i thought it was the dates, but it allows me to delete some, but not others. An error message comes up as " You are not able to edit this transaction"
Can you please advise why we cannot delete some old Sales Quotes.
thank you
Hi Gasso,
Thanks for your post and welcome here to the Community Forum. Thank you for sharing your concern with us. We are sorry to hear that you are facing issues deleting some old sales quotes due to the error message. We appreciate your understanding on this matter.
Regarding your inquiry, one of the reasons why you are receiving this error is when a transaction is locked and cannot be ticked:
1) Preference for "Transactions CAN'T be changed. They must be reversed" is ticked under Setup>>Preferences>>Security.
2) The transactions are in a locked period (this can be changed under Setup>>Preferences>>Security).
Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
thank you Leneth, It cannot be those 2 reasons, as Some old dated orders 2019 2020, did delete and others dont. I did however before i emailed you last week, tick and untick preferences. but that did not make a difference.
I also had another question please. When we run reports, and we save reports under the My Custom reports tab. Am i saving these reports just for me to see, as my self asa user, OR can they be seen , used, and changed by other users , under their user log in ? thanks again. If you could please help with these, and also my other issues , i have posted seperatly.
Hi Gasso,
Thanks for getting back to us and for trying the steps on your end.
Can you please clear your AccountRight cache? Once cleared, can you please try again?
In response to your query about the Custom Reports tab, customized reports are saved within your company file, making them accessible to anyone with access to that specific file. Furthermore, I've noticed your other posts and one of our moderators has already addressed it. If you have any other specific issues, we suggest starting a new post, and one of our moderators will assist you.
Please do not hesitate to post again if you need help in the future.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth
Hi Gasso,
Thank you once again for bringing your inquiry to our attention. We have recently offered troubleshooting steps for your concern, but we have not received any response from you. We will be closing this thread for now. If you encounter any further issues in the future, please feel free to start a new post, and one of our moderators will be ready to assist you.
Cheers,
Leneth
