Delete a Resource

A resource can be deleted if it is not:

Used on an order
Assigned to a price list

If the resource is used on an order, then the resource must be made inactive rather than deleted. If the resource is on any price lists (active or retired), it must be removed from the price lists before being deleted.

To delete a resource:

From the Main Menu, click the Resources link. The Resources page displays.
On the Resources screen, select the resource to be deleted.
Right-click and select Mark for Delete.
Click the Save button.

Comments

3 comments

Permanently deleted user
- February 22, 2018 16:13
If I want to inactivate a resource will it disappear from service orders?

Thanks,
Asha

0 upvotes
Americas Ungerboeck Consulting
- February 22, 2018 17:35
Asha - no, inactivating a resource does not affect the item at all on any existing orders.

Mark F

0 upvotes
Permanently deleted user
- February 22, 2018 17:37
Perfect! Thanks Mark

0 upvotes

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