Deactivate or delete departments

Working with department dimensions

You can easily add, edit, and view department dimensions.

1. Go to Reports > Setup > Dimensions.
2. Do one of the following:
   1. Select Add (circle) next to Departments to add a new department dimension.
   2. Select Departments, then select More actions > Edit next to a department to modify the dimension.
   3. Select Departments, then select More actions > View next to a department to view the details for the dimension.

1. Go to Reports > Setup > Dimensions.
2. Do one of the following:
   1. Select Add (circle) next to Departments to add a new department dimension.
   2. Select Departments, then select Edit next to a department to modify the dimension.
   3. Select Departments, then select View next to a department to view the details for the dimension.

Make a department inactive

If you no longer use a dimension value that's associated with past transactions and records, you can make that dimension value inactive so that you don't see it on any future lists or transactions.

1. Go to Reports > Setup > Dimensions and select the specific dimension.

2. Find the dimension value in the list.

3. Select Edit at the end of the row.

4. In the Status field, change the status to Inactive.

1. Go to Reports > Setup > Dimensions and select the specific dimension.

2. In the list page, find the dimension value, and select Edit.

   The dimension information page appears.

3. In the Status field, change the status to Inactive.

To view inactive dimensions on reports and lists:

• Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

  Select the Include inactive checkbox at the top of the report or list page.

  Don't see Include inactive on your page?

  The most common reason that you do not see this feature is that you're using a custom view.

  When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

  To see the options again, switch back to View All. See Custom views for more information.

To include data from inactive dimensions on financial reports, you can use dimension groups for filtering.

Delete a department

You delete department records from the Departments list.

You can delete a dimension value if it hasn't been associated with a transaction or record. For example, if you create New York as a value for Location and use it in a transaction line item, you can no longer delete New York from the Location list of values.

1. Go to Reports > Setup > Dimensions and select the specific dimension.

2. Find the dimension values you want to delete.

   Need help finding a dimension value?

   • Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

3. Select the check box at the start of the row for each dimension value you want to delete, then select Delete.

Depending on your user preferences, the system might prompt you to confirm the deletion.

1. Go to Reports > Setup > Dimensions and select the specific dimension.

2. Find the dimension values you want to delete.

   Don't see Include inactive on your page?

   The most common reason that you do not see this feature is that you're using a custom view.

   When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

   To see the options again, switch back to View All. See Custom views for more information.

3. Select the Delete checkbox at the end of the row for each dimension value you want to delete, and select Delete.