How_do_I_delete_a_retired_asset_transaction_

How do I delete a retired asset transaction?

You'll need to find out if the transaction has been updated to the General Ledger. Transactions that have been updated to the General Ledger are handled differently from transactions that have not been updated to the General Ledger.


Has the transaction been updated to the General Ledger?

  • Yes, the transaction has been updated to the General Ledger. Do not delete the transaction. You cannot delete a transaction that has been updated to the General Ledger.  

  • No, the transaction has NOT been updated to the General Ledger. Use the instructions in this section to delete the retired asset transaction.


Deleting a retired asset transaction using the transaction grid

1. Open Connect Asset Management > Assets > Retire Assets.

2. Find the transaction to delete and then click the Delete button at the beginning of the row. 

 

The transaction is deleted from the transaction grid.

 

If you delete a retired asset that is linked to other assets, the other linked assets will be listed on the Related Assets tab. You'll need to retire the related assets before you can retire the primary asset.  

 

 

Deleting a retired asset transaction using the Delete Dispositions form

1. Open Connect Asset Management > Assets > Retire Assets.

2. Click Delete (CTRL+D).

The Delete Dispositions form displays.

 

3. Fill in Delete Dispositions options.

4. Click OK.

 

 

 

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