Remove Items from a Document

List Items on Documents | Edit Listed Items

Items listed on a transactional document can be deleted at anytime before the document is saved. Items listed on order documents can be deleted at anytime, since order documents are planning documents that do not affect inventory.

These procedures only delete the item from the document. They do not affect inventory.

To delete listed items:

Method 1

1. Display the document form.

2. Highlight the item(s) you want to delete.

3. Select Remove This Item in the list or, if you have selected multiple items, select Remove Selected Items from the I Want To menu.

The item is removed from the list.

Method 2

This method "zeroes out" the item, but leaves it listed on the document.

1. Highlight the item you want to delete on the document.

2. Use the Qty + or Qty buttons to change the quantity to zero.

3. Press <Tab> or navigate out of the field.