Deleting old Sales quotes

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Contributing Cover User Janet-Desk
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Deleting old Sales quotes

Does anyone know how I can delete old sales quotes from previous closed financial years?

Even if I change the locked security date it won't do it.

Just keeps closing down with error.

I just want to get rid of the old outdated ones.

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Former Staff Sebastien_D
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Re: Deleting old Sales quotes

Hey @Janet-Desk,

Thanks for your query.

If a financial year has been closed, you will find previous most transactions cannot be edited including deleting the sales quote. You can find more information about the 'End-of-Year' processes in a Help page on our website - Closing a financial year.

Please let us know how you go after viewing this as we are happy to discuss further.

Kind Regards

Sebastien
MYOB Client Support


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Contributing Cover User Janet-Desk
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Re: Deleting old Sales quotes

I only started in November 2014.

This doesn't really help.

As your saying I can't get rid of any old quotes from 2012 & 2013 at all!

Why Not?

Why can't you have it that you can delete them whenever you want to.

Because if I have done a quote on say 20th June 2014 & over 6 months later the person doesn't want it.

Then I should be able to delete this - even if the financial year has closed.

It is not an invoice it is only a quote!!

 

Janet

Former Staff Tallie_M
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Re: Deleting old Sales quotes

Hi there @Janet-Desk,

 

Sebastien is correct in that there may be certain transactions that would prove to be difficult to delete upon rolling over the financial year. However, the program should allow for you to delete quotes from previous financial years. The fact that you are encountering an error when attempting to delete one is instead indicative that there is an underlying issue that has to be addressed.

 

When you are prompted with the popup error window, you should be given the option to 'View Error Details' towards the bottom lefthand corner. If you could attach the error log along with your next post, that would pinpoint us in the right direction in investigating and troubleshooting the issue for you further.

 

Please don't hesitate to post again should you have any other queries.

Warm Regards,

Tallie

MYOB Client Support
Contributing Cover User Janet-Desk
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Re: Deleting old Sales quotes

Hi here is the Error Log that happens all the time!

Former Staff Tallie_M
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Re: Deleting old Sales quotes

Hi there @Janet-Desk,

 

Thank you for providing us with the error log.

 

Is the error occuring for numerous quotes or just one specific one? From the looks of it, this issue may be a one-off that only affects quotes within a certain period. I would like to suggest you go ahead and try the workaround outlined for you below.

 

If you go into Setup > Preferences > Sales, is the option to 'Delete Quotes upon changing to and Recording as an Order or Invoice' selected? If not, please go ahead and tick the option, go back to the quote you are trying to delete, and convert to an invoice (with the date set for sometime in the current FY). Once that's done, you should be able to go ahead and delete the invoice (and also have gotten rid of the quote).

 

Please do let us know how that goes for you.

Warm Regards,

Tallie

MYOB Client Support
Contributing Cover User Janet-Desk
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Re: Deleting old Sales quotes

My version of AccountRight is 2015.3/17.3339.

 

This happens all the time from the Sales Register Information window as I try & delete the old quotes from February 2013 onwards.

 

The message comes up straight away I don't have any other option. Sorry the screen hides the view details at the LH side bottom, but I can just make it out. So I have copied it. I have sent lots of the e-mails off to you, hoping someone would answer me - no one ever has! It's a NO REPLY email address as well. So that doesn't really help anyone!

 

Message that comes up is:- MYOB Account Right - Somethings gone wrong & AccountRight needs to close. Were really sorry. Errors like this are usually one-offs, but if you keep having problems, check for a solution (that's highlighted).

 

I've attached the error log!

 

Hope you can help me!!

 

Janet

Former Staff Tallie_M
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Re: Deleting old Sales quotes

Hi there @Janet-Desk,

 

I have had a look at the error log and responded to your post - please do go ahead and attempt the workaround steps outlined in my post above and let us know how that works out for you.

Warm Regards,

Tallie

MYOB Client Support
Contributing Cover User Janet-Desk
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Re: Deleting old Sales quotes

Thank you Tallie

 

I ticked the Setup-Preferences-Sales Delete Quotes upon changing etc.

Then when I changed it from Quote to Invoice & changed the date from 28/02/2014 - It still won't let me record it.

 

It now comes up with a message (in red) & a red cross against the date at the RHside top.

Saying - You may not enter transactions before the beginning of your financial year.

 

The date I put in was 01/07/2015

 

Janet

Contributing Cover User Janet-Desk
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Re: Deleting old Sales quotes

Hi Tallie

 

Is there anything else I can try for Deleting Old Quotes at all?

Sorry the work around - doesn't let me do it at all.

 

Janet

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