Delete Expense Based Expense Rules

Owned by Nancy Cohn (Deactivated)
Last updated: Mar 08, 2024
1 min read

In the Delete Expense Based Expense Rule panel, you can delete rule criteria for one or more expense based expense rules.

You cannot delete an expense based expense rule that you associated with an entity using an expense based expense until you first close out that expense based expense.

To delete expense based expense rule criteria:

  1. In Accounting Center, in the left navigation pane, click Setup > Expense > Expense Based Expense > Delete Expense Based Expense Rule.
    You see the Delete Expense Based Expense Rule panel.

  2. If you want to delete a single expense based expense rule, select the rule name from the Expense Based Expense Rule Name field lookup.
    Otherwise, leave this field blank to view rule criteria for all expense based expense rules. 

  3. Click Submit.
    You see a row for each expense based expense rule criteria that met your criteria in the Show All tab.

  4. Select the row for each expense based expense rule criteria you want to delete so that a check mark appears in the check box, and click Delete Expense Based Expense Rule.
    In the Delete Expense Based Expense Rule grid, you see a row for each expense based expense rule criteria that you selected.

  5. Review the rows for each adjusted NAV expense rule criteria you selected for deletion. 
    The fields that describe each rule criteria are locked and you cannot change them. 

  6. Click Submit.
    The system deletes the expense based expense rule criteria.Â