Deleting a Submitted Document in ERPNext
In ERPNext, a submitted document cannot be deleted directly. You must first cancel it, and only then proceed with deletion. This ensures data integrity and maintains a proper audit trail.
These steps require appropriate user permissions for cancelling and deleting documents.
Step 1: Cancel the Submitted Document
Open the submitted document and click the Cancel button located at the top-right corner of the form.
Step 2: Delete the Document
Once the document is cancelled, its status changes to Cancelled and the Amend option becomes available.
To delete the document, click on the Menu and select Delete.
Bulk Deletion of Submitted Documents
You can also delete multiple submitted documents at once from the list view by selecting them, cancelling them, and then applying delete.
Linked Document Dependency
If the document is linked to other transactions, you must cancel all dependent documents before deleting the parent document.
Deleted Documents
Deleted documents are not permanently removed immediately. They are moved to the Deleted Documents list, where they can be restored or permanently deleted.
Restored documents are clearly marked within the Deleted Documents view for tracking purposes.
