Deleting Transaction Types

When a transaction type is no longer required, the Metrix Asset Management system provides functionality for administrators to permanently remove it from the system.

Warning

Deleting transaction types cannot be undone. The following restrictions also apply when it comes to deleting transaction types:

  • Transaction type cannot be in use: If the transaction type is currently assigned to any component via a posted transaction within the system, then it cannot be deleted.

  • Built-in transaction types cannot be deleted: The system comes pre-seeded with a number of transaction types. These cannot be deleted.

To delete a transaction type, follow these steps:

  1. To begin deleting a transaction type, navigate to the ‘Transaction Type’ management page (Assets Menu > Transaction Types).

  2. This page renders every transaction type currently configured in the system. To delete a particular transaction type, click the trash-can ‘Delete’ icon at the far right-hand side of the row. If the button is not enabled, this means that the transaction type cannot be deleted (see warning notes, above).

  3. In the subsequent dialog, confirm your decision by clicking ‘Delete’.

  4. The transaction type will now be permanently deleted from the system.