You can delete either a detail record in the currency code or the entire currency code itself. We provide separate instructions for these tasks below.
Caution: You cannot delete a currency code if any vendor record references the code.
To delete a detail record from a currency code
From the JAMIS Administration home page > Setup tab, under Application Setup, click Currency codes. Or, from the top of any JAMIS Administration screen, click Application Setup > Currency Codes. The Currency Codes and Rates screen appears.
In the Filters section, enter one or more search criteria for the currency code from which you want to delete a detail record. Your filter choices are: currency code, name, country.
Click Retrieve to list currency codes that match the criteria you entered. The results appear in the bottom section of the screen.
Click Edit to the left of the currency code from which you want to delete a detail record. JAMIS lists the currency code’s detail records in the bottom section of the screen.
Click Delete to the left of the currency detail record that you want to delete. A message asks you to confirm that you want to delete this currency detail record.
Click OK to commit your deletion.
To delete another detail record from this currency code, repeat from step 5.
To delete a detail record from another currency code that you retrieved, click Back, then repeat from step 4.
To retrieve a different currency code from which you want to delete a detail record, click Back, then repeat from step 2.
To delete an entire currency code
From the JAMIS Administration home page > Setup tab, under Application Setup, click Currency codes. Or, from the top of any JAMIS Administration screen, click Application Setup > Currency Codes. The Currency Codes and Rates screen appears.
In the Filters section, enter one or more search criteria for the currency code that you want to delete. Your filter choices are: currency code, name, country.
Click Retrieve to list currency codes that match the criteria you entered. The results appear in the bottom section of the screen.
Click Delete to the left of the currency code that you want to delete. A message asks you to confirm that you want to delete this currency code.
Click OK to commit your deletion.
To delete another currency code that you retrieved, repeat from step 4.
To retrieve a different currency code that you want to delete, repeat from step 2.