Stuck in Cleaning Test Data
Our ERP next launch is only tomorrow. Today we miserably failed cleaning of test data. 14 General Ledger entries are not allowing connected invoices and sales orders to be deleted. I appreciate any help in resolving this issue.
Jaliya
In order to delete data, you have to work backwards from the dependancies.
For example, you can’t delete an invoice before deleting the payment entry. You also have to cancel before you can delete submitted doctypes.
If all of your data is test data, you can wipe the system clean of transactions but keep, Customers, Items, Contacts, etc. by using the feature > Company > Choose your Company > Actions Menu > “Delete Transactions”. Warning, this deletes all transactions. Unfortunately, it does delete some useful things like Sales Tax Templates and/or Sales Tax Rules. Be sure to create and download a backup before deleting. You can export your Sales Tax Rules, Categories, etc, before deleting for easy import later.
Thank you so much.