Data records that are no longer to be used must be deactivated (for example, cost centers that will no longer be used in the future).
Since these records have already been used in many places, deleting them is not possible. The FM Portal therefore offers the Deactivate function.
The Deactivate function ensures that they are no longer selectable in the selection field. This means they can no longer be used in the future.
In records where deactivated records were used, they are displayed in gray.
Prerequisite
The portal configuration must specify that the corresponding list may be deactivated.
You must have permission to deactivate.
Procedure in the FM Portal
Deactivate directly in the list:
Select the record by checking the box in front of the entry in the row.
Click the Deactivate icon.
Note: Both buttons (Deactivate and Activate) are always displayed here.
Deactivate within the respective record:
Open the record by clicking the Edit icon.
Click Deactivate in the record’s toolbar.
Note: If the record is already active, you will see the Activate button here instead. You can use this to reactivate the record. This also shows you the current status of the record.
Caution: If you want to deactivate a counter, check whether it has subordinate counters. Deactivate the subordinate counters, but not the parent counter, because otherwise it will no longer be visible in the counter hierarchy.
Note: Deactivation applies to lists and forms—but not to every evaluation, such as data in reports or the selection of records for report calls.