Sunday, December 30, 2018

Fixed Assets: Delete the Acquisition History records in bulk

Currently, the ability to perform Mass Delete to Custom records associated with Fixed Asset records such as Acquisition History is not yet available. This is being tracked under Enhancement # 215320. Instead of deleting the Acquisition History records one by one, below steps may be considered.



1.    Navigate to Lists > Search > Saved Searches > New.


2.    Click on FAM – Depreciation History link.


3.    Click on Criteria tab > Standard subtab > Add the following filters:

-Transaction Type = is Acquisition

-Asset = is xx

-Asset Type = is xx

-Date = is within xx and xx

*These filters may be used depending on the goal (If Acquisition History records for specific Asset(s), Asset Type(s) or certain period needs to be deleted).


      4.   Click on Results tab > Columns subtab > Add the following fields for reference purposes:


-Asset Type


5.    Edit the Search Title as desired.


6.    Click Save & Run.


7.    On the Depreciation History Search: Results Preview page, turn on the Inline Editing function.


8.    Click on the first field row below any column header which shows the small pencil icon (Example: Date) > Press Shift key > Click on the last field row that needs to be deleted > Press Delete key.


*There will be a prompt: All selected records will be deleted. Are you sure you want to continue.


      9.   Click OK.







No comments:

Post a Comment