R9 - Modifying LOTS

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Modifying LOTS Overview

This manual provides information with regards to LOTS modification, such as editing and deleting validations and restrictions as well as the fields that may be modified.

Visit Managing Lots to find out how LOTS information is added 

Visit Understanding Vouchers to find out about information kept in LOTS

Visit Amending Lots to Re-Generate Vouchers to find out how you can use existing LOTS to generate new batch of vouchers

Editing & Deleting, Validations & Restrictions

ActionRestrictions
Edit
  • Not Applicable
Delete
  • You are only allowed to delete if the LOT is not used by any vouchers that are not in Draft Life Cycle State

Editing LOTS

LOTS are modified in the same way as described in Managing Lots

Deleting LOTS

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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