Locations in R365 can be deleted if necessary, but only after every transaction / record that was ever associated with that Location must also be deleted, or reclassified to a different Location.
When each transaction / record has been deleted or reclassified, a user with access to the Location record could then hover over the 'Save' menu and select 'Delete' to remove the Location record from R365.
Note: If a Location cannot or should not be deleted, it can be marked as inactive. Click here to learn how to inactivate a Location.
Transaction / Record Checklist
The following are areas to search for transactions tied to the Location that will be deleted. Which areas you will need to search depend on you Active Modules and the types of Transactions you have entered.
Operations Module
- All Transaction
- Transaction Details (useful for finding all GL entries that hit this location)
- Memorized Transactions
- Purchase Order
- Inventory Counts and Inventory Count Templates
- Item Locations Commissary Order/Templates
- Memorized AP Transactions
- Fiscal Year
POS Related (Operations and Scheduling)
- Employees
- Labor Details
- Payment Types
- Sales Accounts
- Paid Out Types
- Menu Items
- Job Titles
Scheduling Module
- Schedule
- Events
- Site
- Announcements
Catering Module (if included)
- Site
- Event