Tech Support > Microsoft Windows > Windows CRM > Service Contract Deletion
Service Contract Deletion
Posted by billy dodson on August 26th, 2003


Is there any way to delete a contract that has a status of
cancled or invoiced? When ever we try to delte these
contracts it says the current status of this contract does
not allow this action. I tried renewing the contract,
that one I could delete, but it still leaves the contract
with the status of cancled in the list. Any ideas?

Thanks in advance,

Billy Dodson

Posted by Matt Parks on August 26th, 2003


Billy,

From a built-in supported functionality side, once the contract becomes
active it can't be deleted. In general, the tool prevents you from deleting
entries that might cause a data integrity problem or would remove what it
deems "critical" data.

Matt

"billy dodson" <billy@pmicromart.com> wrote in message
news:031601c36bfa$792d3df0$a101280a@phx.gbl...
Is there any way to delete a contract that has a status of
cancled or invoiced? When ever we try to delte these
contracts it says the current status of this contract does
not allow this action. I tried renewing the contract,
that one I could delete, but it still leaves the contract
with the status of cancled in the list. Any ideas?

Thanks in advance,

Billy Dodson


Posted by lindad on August 27th, 2003


Matt's right--the only Contract status that can be deleted
through the UI is Draft. Contracts are designed so you
can keep a detailed history.

BUT, here is one alternative that I'm not recommending for
production as it's not supported and could really hose
your data. That said, this tactic does work well in a
testing/training environment where you have relatively
complete data control. Also if you are trying to correct
a mistake where there are NO records that are related to
the contract or contract line items (cases, activities or
notes).

You can change a Contract's status to Draft through SQL
and then you'll be able to delete the contract through the
UI. But, again, do this *ONLY* for contracts that *DO
NOT* have cases, activities, or notes related to them.

To change a contract status to Draft , access the
ContractBase SQL table and change the State field to "0"
(Draft status). There is only one instance where you need
to change the state of a detail line in the
ContractDetailBase ... this is when a contract (and
related lines) are cancelled). Adjust detail lines that
are cancelled by changing their state field to "0"
(from "3"). Then, when you delete the contract through the
UI you will be successful. Hope this helps. It is really
a desperation measure.



Linda Dienberg
Microsoft CRM
Certified Instructor/Professional
ICS Advantage
630-566-8386


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