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Transaction Manager: How to Delete a Name from the Partner List
Transaction Manager: How to Delete a Name from the Partner List

Need to delete a name from your trading partner record? Check out the steps below!

Support avatar
Written by Support
Updated over a week ago

Product: Transaction Manager

You may run into a situation where you need to delete a name from your partner record within Transaction Manager. Maybe you have duplicates or one of the names is misspelled. Whatever the reason, you can easily delete the incorrect name.

To delete a name from the Partner List:

  1. Select (highlight) a partner/code under Step 1: Business System Codes.

  2. Click Delete on the grid control bar.
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  3. Click Save to save your changes. Wait to see that the name has been successfully deleted before adding a new name.
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rev: 12/07/2023

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