Looking for way to either inactivate or delete some Reason Codes

Question

We created reason codes years ago, some for product lines we no longer build. Looking to inactivate or delete these old Reason Codes, so no one can chose them. Not seeing any way to do that. If you have a way to do that or how you deal with something like this, Please share.

#Kinetic
#EpicorERP
#ExpenseCodes

Accepted Answer

Good idea Jessica!

In those transactions that don’t have checkboxes in the above, you can change the description to start with “z Do Not Use” and I think that pushes down to the bottom of drop-down lists. If you still have people using the “do not use” codes, you can review periodically and do a gentle reminder, or you could put in a BPM for mission-critical cases that will error out if an “obsolete” code is attempted. Rather than use the old “z means obsolete” standard, you could add a UD field to implement your own custom “Inactive” feature with a BPM.

HTH

...Monty.

Americas - Pacific Northwest - ID, OR, WA