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How do i DE-ACTIVATE a BRANCH that is no longer being used?


How do I deactivate a branch that is no longer being used in a live Tenant.

I have gone into the branches and uncheck the active box for the branch I want to de-activate, BUT when I do that and SAVE it goes back to active.

Best answer by Laura02

Hello @salvarado23 ,

Are you logged in as Administrator while trying to deactivate the Branch? If not, please try while logged in as Administrator.

Are customizations published on the site?  If customizations are published, please try de-activating your branch with customizations temporarily un-published. Are you able to de-activate the branch with customizations temporarily un-published?

 

Laura

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5 replies

Manikanta Dhulipudi
Captain II
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Hi @salvarado23 

Does the transaction exist in the branch?

 


nhatnghetinh
Captain II
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  • Captain II
  • 387 replies
  • July 31, 2024

Hi @salvarado23 

First you need to deactivate all the Warehouses of that Branch.

 

Then go to Branch screen => Uncheck "Active" => Click Save

 

 

Best Regards,

NNT


  • Author
  • Freshman I
  • 5 replies
  • July 31, 2024

@Manikanta Dhulipudi their are transactions in the branch, When i looked at them some are not closed.

 

@nhatnghetinh we only use the financial side of Acu, so the warehouse are not up


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • July 31, 2024

Hello,

Is the Branch you are trying to deactivate the only Branch in its Company? If the Company has only one Branch then please try deactivating Company and Branch at the same time in Company screen.

Do your companies have Branches requiring Balancing? Or branches do not require balancing?

Are there any messages in Tools → Trace that could indicate why the Branch status returns to Active?

 

Laura


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • August 1, 2024

Hello @salvarado23 ,

Are you logged in as Administrator while trying to deactivate the Branch? If not, please try while logged in as Administrator.

Are customizations published on the site?  If customizations are published, please try de-activating your branch with customizations temporarily un-published. Are you able to de-activate the branch with customizations temporarily un-published?

 

Laura


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