Welcome to Help > Prepare document profiles and associated objects for production > Document profiles and document definitions > Deactivate a document profile

Deactivate a document profile

You must deactivate a document profile before upgrading or deleting it, editing identifier profiles or field profiles, and inactivating line item field table for document profiles. Note that you can only do this if there are no documents of this type in the database.

Note
  • While you are creating an document profile, it is Inactive.
  • Inactive document profiles may contain incomplete or invalid field profiles; this is normal while working with a new document profile.
  • Inactive document profiles cannot be used in jobs.

Instructions

  1. Use Manager to check that there are no documents for the document profile in the database. You can only deactivate a document profile if there are no documents for it in the database.
  2. If necessary, finish processing all documents of this type or delete them from the database.
  3. Click the Invoice profiles object bar.
  4. Right-click the document profile and select Open.
  5. Right-click the document profile and select Settings.
  6. Select General.
  7. Select Inactive.
  8. Click OK.
  9. Save or close the document profile.
The icon for inactive document profiles in the Document profiles object bar are gray.