Field reference
Transaction Deletion Record
How to use Transaction Deletion Record in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a record page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Transaction Deletion Record from System Admin → Platform Settings, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Error Logerror_log | Long Text Optional | Complete the value according to the field label and the record’s validation rules. |
Delete Binsdelete_bin_data_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Delete Leads and Addressesdelete_leads_and_addresses_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reset Company Default Valuesreset_company_default_values_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Clear Notificationsclear_notifications_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Initialize Summary Tableinitialize_doctypes_table_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Delete Transactionsdelete_transactions_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Summarydoctypes | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Transaction Deletion Record Details |
DocTypes To Deletedoctypes_to_delete | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Transaction Deletion Record To Delete |
Excluded DocTypesdoctypes_to_be_ignored | Table Optional | DocTypes that will NOT be deleted. Linked record: Transaction Deletion Record Item |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Transaction Deletion Record |
Child tables
Summary — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedoctype_name | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
DocFielddocfield_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
No of Docsno_of_docs | Int Optional · Read-only | Enter a whole-number value. |
Donedone | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
DocTypes To Delete — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedoctype_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Company Fieldcompany_field | Data Optional | Company link field name used for filtering (optional - leave empty to delete all records) |
Document Countdocument_count | Int Optional · Read-only | Enter a whole-number value. |
Child DocTypeschild_doctypes | Small Text Optional · Read-only | Child tables that will also be deleted |
Deleteddeleted | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Excluded DocTypes — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedoctype_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.