Set Divisions to Inactive
Instead of deleting we recommend to "Set Division as Not Active".
When a division is set to Inactive:
- All Object and Clients allocated to it will be reallocated to "Any Division".
- Projects and Invoices keep the inactive Division information until it's manually changed.
- Existing Projects/ MOs belonging to an inactive Division cannot be:
- Closed.
- Set as Invoiced.
- Invoiced in the Invoice Creator.
- Existing Invoices belonging to an inactive Division cannot be credited.
- The inactive Division is still available in all Searches.
- New elements (Projects, POS, Incoming Invoices, Media Orders, Objects, Contacts) cannot be created for an Inactive Division.
Deleting Divisions
Deleting Divisions it's not recommended at all because all the invoices and projects that belonged to the removed division will get a question mark (?).
The consequence is that you will not be able to search by this division anymore, and therefore this could affect your reporting.
Also the Objects that belonged to the removed division, will lose the division link on the Projects where they were involved and will be automatically assigned to the next division on the list. This will be very bad for reporting as well.
An alternative that will not have negative consequences is to add e.g. OLD to the name of the division. E.g. '93
Division A (old) vs '94. Everything that belonged to '93 Division A (old) '94 still does and nothing gets removed.
If this division is the first in the list, when new Projects, PO '92s etc are created this division is still the default option, and this is something that currently is not possible to change either.