🗑️ Deleting an Entire Document
Deleting a document is an irreversible operation. This action will permanently and completely remove the document from the system.
🔐 Who Can Delete a Document and When
Deleting documents is subject to several rules:
❗ Only documents from the current year can be deleted
🔒 The document must not be locked
👤 A document can only be deleted by a user with administrator access rights
If any of these conditions are not met, the delete option will not be available.
🖱️ Document Deletion Process
After clicking the Delete button, you are first asked whether you really want to delete the selected record.
After confirming, the system automatically runs a relationship check.
🔗 Relationship Check and Error Messages
If the system detects existing relationships, such as:
a link between an invoice and a bank account or cash register
a link between a tax document for received payment and an advance payment
other related documents
➡️ the document cannot be deleted.
At the same time, a dialog with an error message will appear to notify you of these relationships.
✂️ Manually Removing Relationships
If you still need to delete the document, you must:
first manually remove all existing relationships,
only then can the document be successfully deleted.
🔄 Automatically Generated Documents
A specific situation arises when:
documents were created simultaneously,
for example, an invoice and a warehouse document (goods issue / goods receipt),
and the document type is configured for automatic generation of warehouse documents.
In this case:
➡️ both mutually linked documents will be deleted at the same time.
⚠️ Important Note on Numbering Sequences
When a document is deleted:
the document number is also deleted,
the continuity of the numbering sequence is broken.
When a new document is created in the same sequence:
the system will offer the deleted document's number again.
This can lead to a situation where:
a document with a lower number has a later creation date than a document with a higher number.
➡️ Therefore, it is always advisable to carefully consider whether deleting the document is truly the best solution.
🧾 Deleting Document Line Items
In the same way, you can also delete individual line items of a document.
📌 Conditions for Deleting Line Items
The same rules apply as for deleting an entire document:
🗓️ line items can only be deleted in documents from the current year,
🔒 neither the document nor the line item must be locked.
🖱️ Line Item Deletion Process
After clicking the Delete button, you are again prompted to confirm the action.
🏷️ Link to a Warehouse Document
If:
the document type is configured for automatic generation of warehouse documents,
and you are deleting a line item that is linked to a warehouse document,
➡️ the corresponding line item in the warehouse document will also be automatically deleted.
⛔ Inactive Delete Button
If the document has another relationship, for example:
the document is settled (paid),
➡️ the Delete button is inactive and the line item cannot be removed.
❓ Frequently Asked Questions (FAQ)
Will the warehouse document be deleted along with the document?
Yes, if they were created simultaneously and automatic generation of warehouse documents was configured.
Is there a safer alternative to deleting a document?
Yes, in many cases it is preferable to cancel or correct the document to avoid disrupting the numbering sequences.