Removing Funerals
From FloristWiki
(Difference between revisions)
(New page: You can delete funerals from the Funeral Log if no orders have been placed for the funeral. Funerals for which orders have been placed remain in the Funeral Log until the orders associated...) |
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'''To remove a funeral with no orders:''' | '''To remove a funeral with no orders:''' | ||
| - | #In | + | #In Order Entry or Point of Sale, click the Funeral Log button. The Funeral Log window opens. |
| - | #Enter search criteria to locate the funeral. You can search using | + | #Enter search criteria to locate the funeral. You can search using Recipient Name, Facility Name, Start Date, City/State, or some combination of search parameters. Click Search. |
| - | #From the results list, select the funeral you want to remove and click | + | #From the results list, select the funeral you want to remove and click Remove. |
Current revision
You can delete funerals from the Funeral Log if no orders have been placed for the funeral. Funerals for which orders have been placed remain in the Funeral Log until the orders associated with the funeral have been purged by your system. Orders are purged automatically by FTD Mercury based on the Months to Hold setting in Mercury Administration General screen.
To remove a funeral with no orders:
- In Order Entry or Point of Sale, click the Funeral Log button. The Funeral Log window opens.
- Enter search criteria to locate the funeral. You can search using Recipient Name, Facility Name, Start Date, City/State, or some combination of search parameters. Click Search.
- From the results list, select the funeral you want to remove and click Remove.
