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Can't delete a Service Order Type

  • August 2, 2022
  • 4 replies
  • 103 views

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Good morning,

 

I’m trying to delete the Test Service Order Type (the only one Inactive) from the list below:

When I try to delete it, I get the following warning:

 

“TEST” does not appear in any Service Order or Appointment.  Please help, thanks.

Best answer by dales50

@bhyland It appears the Service Order Type in referenced on another record other than Service Order or Appointment. Depending on the configuration Service Order types can be reference on the Customer Service Billing tab…. could this be the case ?

 

4 replies

Kandy Beatty
Captain II
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  • Captain II
  • August 2, 2022

Hi @bhyland 

If there was a record ever attached to that Order Type, even if the record was deleted, you will not be able to remove it. The only possible way would be to delete it from the data base, which can get complicated.

Is this a Test environment? If so, can you possibly create a snapshot of settings only, delete that Order Type? 


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  • Author
  • Jr Varsity II
  • August 2, 2022

It is a Test environment.  Thanks.


dales50
Semi-Pro III
  • Answer
  • August 2, 2022

@bhyland It appears the Service Order Type in referenced on another record other than Service Order or Appointment. Depending on the configuration Service Order types can be reference on the Customer Service Billing tab…. could this be the case ?

 


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  • Author
  • Jr Varsity II
  • August 2, 2022

Yes!  That worked.  Thanks very much!