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Elizabeth3's avatar
Elizabeth3
User
4 years ago
Solved

Cannot delete a purchase order

I am having trouble deleting old purchases which were never used. When I click on Edit, rather than the drop-down menu offering "Delete Purchase", it offers only "Reverse Purchase". I am also unable to change these orders to bring their values down to zero. 

 

I have tried a few things, including changing the Security preferences in Setup, but they were already as they should have been with no restrictions on changing transactions. I did try to reverse a purchase then delete that reversal, but it will not allow me to delete that reversal to enable me to get back to where I started.

 

When I entered a new test order just now, it allowed me to delete it again, so I'm guessing that the problem is with the age of the orders (and that the new reversal is also tied to it).  

 

Any ideas? 

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    4 years ago

    Hi Elizabeth3 

     

    Thanks for your post. Besides the security preference you mentioned, the other factors that will stop you from deleting transactions are your user role, the transaction must be in the current financial year and can't be in a locked period. If those purchases are in a previous financial year I would recommend speaking to your accountant about the best way to handle those transactions.

     

    This help article has more information on deleting transactions: Deleting a transaction 

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.