[EM] Delete an EM Equipment Record

Sometimes you may need to completely delete equipment instead of just inactivating it. Note: there’s no archive option, and deleting equipment affects financials.

Steps:

1. Purge Equipment Transactions

   • Open EM Equipment Detail Purge.

   • Select Restrict By: Equipment and enter the equipment number.

   • Check all boxes and set All Through Months to the last closed month (cannot purge open months).

   • Click Purge.

2. Delete Transactions in Open Months

   • For transactions in open months, go to the original form where they were created.

   • Create a new batch for that month, add the transactions, set them to Delete, and post the batch.

3. Remove Related Records

   • Check and delete any equipment-related records in:

     • EM Assets

     • EM Standard Maintenance Groups

     • EM Warranties

     • EM Equipment – Components tab

4. Delete the Equipment

   • Once all transactions and related records are removed, open EM Equipment and delete the item using the Red X on the toolbar.