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Delete valuation view - Fix asset

Alexur
Participant
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464

Hi,

Is there a way Delete valuation view after it was assigned to accounting principle?

we have 3 set of books and by default the system defined 7 valuation views to 2 of thr sets.

I m trying to delete one of the views from Fixed Assets Valuation View activity - but it failed.

Thanks

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Answers (3)

Answers (3)

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How interesting, I just had to figure out sequence in order to get those valuation views off of the Fixed Asset tab of the Set of Books activity.

  1. On Fixed Asset Class activity, delete all the valuation views that are not needed.
  2. On Lease Management Accounting, if in scope, add that activity to the project. Now, go in and delete those valuation views not needed.
  3. Add the Fixed Asset Valuation View activity to the project activity list.
  4. On the Fixed Asset Valuation View activity, delete the valuation views that are not needed.
  5. RESULT: Now, when you create a new set of books, only the valuation views you did NOT delete will appear.

Yours,

Carol Casey, ERP Logic LLC.

marlene_katzschner
Product and Topic Expert
Product and Topic Expert
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Hi Alex,
Unfortunately, when you create a fixed asset, then you have the valuation views already used. Then deletion is not possible anymore. I am not sure at the moment, if already the first accounting entry triggers the veto for changes to Set of Book.
What you can try, to remove the valuation views on production before you create any assets and other postings. In this case you have the configuration, but not used yet. Maybe that can work.

Best regards
Marlene
PS: I even have soon a customer, that was so early in the processes and so unhappy with the several valuation views (and so other settings) that they restarted again. But this was before go live if I remember.

marlene_katzschner
Product and Topic Expert
Product and Topic Expert
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Hi Alex,

as soon as the first fixed asset was created, you cannot remove the valuation views anymore.

Best regards
Marlene

Alexur
Participant
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Thanks Marlene,

so- is before going live there is a option to remove the valuation views simply by deleting them?