Delete a GL Transaction Profile

Deleting a General Ledger (GL) transaction profile makes it unavailable for capturing GL information in MATRIXX Event Files (MEFs). You cannot delete a GL transaction profile that is referenced in a GL transaction profile selector table.

Procedure

  1. In General Ledger Info, on the GL Transaction Profiles tab, click Delete Icon in the row of a GL transaction profile to delete.
  2. Click Yes to confirm the deletion:
    • If the item is not used by another pricing item, the item is deleted.
    • If the item is used by other pricing items, it cannot be deleted until you remove the item from all pricing items.
    • If you do not want to remove the item from all pricing items, click Cancel to stop the operation and return to the list.
  3. If the item is used by other pricing items, and you still want to delete it, perform the following tasks:
    1. Click Show Usage.
      Usage Display lists pricing items that include the item to delete.
    2. In Usage Display, click the name of one of the items in the list.
      Note: To return to the original list of items to delete, click Cancel on the edit page and then select the Usage Display page.
    3. Click Delete the selected object in the row of the item to delete, to remove the pricing item, then select a different item to use for that pricing item. You might have to go to the tab containing the item.
    4. Repeat this procedure until you have removed the item from each of the pricing items in the Usage Display list.
    5. Return to the item list and try to delete the item again.
      If no more pricing items contain the item, the delete operation succeeds.