[EM] Delete an EM Equipment Record

In some cases it may be desirable to completely delete an EM Equipment file, rather than simply make the equipment inactive. Below are the steps for completely deleting an item from EM Equipment when there have been transactions and detail posted to it. 

Note: There is currently no option to archive inactive equipment, you cannot remove equipment from EM without affecting financials.

1. Go into the EM Equipment Detail Purge form. Choose to Restrict By 'Equipment' - then enter the Equipment number in the field. Check all boxes, and all through months should be the *last closed month* - you cannot purge records from an open month. Click 'Purge' to purge the records.

   

2. Any transactions that have been created in a month that is still open must be loaded and deleted manually in the forms in which they were created. This can be done by opening the form that the transaction was created in, creating a new batch in the month in which the transactions exist, then going to File -> Add Transactions and adding all of the transactions into the batch. They can then be set to 'Delete', and when the batch is posted they will have been deleted.

   

3. Next, you must check the following forms, and delete any records associated with the equipment that you find:

• EM Assets
• EM Standard Maintenance Groups EM Warranties
• EM Equipment - any record on the 'Components' tab for the equipment

When the records are deleted from those forms, and all transactions have been either Purged or deleted manually, you can go into EM Equipment and delete the piece of equipment using the Red X on the toolbar.