Inactivating an item type

An item type can be inactivated. This prevents them being available whenever lists of item types are used and it helps preserve historical data associated with that item type.

To inactivate an item type

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Types Setup tab.
  4. Select the Investment Types tab.
  5. Under Investment Types, select an item type.
  6. De-select Active.
  7. Click Save Save.