how to delete a layout in sage custom layout designer

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how to delete a layout in sage custom layout designer? 

If i try to delete the layouts we don't use anymore i get the message - "This layout is in use and cannot be deleted" 

Please help !!!

  • 0

    Good Day Sophia,

    Layouts are linked to customers/suppliers and documents, the only way to remove this is to select a different default layout for the Customer/Supplier and change the layout of every document that has this layout selected.

    You should then be able to delete the layout thereafter.

    Regards

    P.S. Please could you kindly verify and let us know that this solution worked. You can do this by marking this reply as a Verified answer so that the rest of the Community can benefit from this.

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  • 0 in reply to Zunaid

    I can change the layout after VAT periods are closed. Company settings are set up for the new layout, but we want to delete all the old one we dont use any more. 

    So what can I do know ? 

  • 0 in reply to Sophia Herman
    SUGGESTED

    We have the same issue. I have a very long list of report layouts that I can neither rename nor delete. Unfortunately it doesn't matter if you remove the layout from all settings in Sage, my experience is that once you have used the layout once, there is historical data attached to it and you cannot delete it Disappointed

    My suggestion is to Create a new naming convention for the new layouts, possibly starting with date_ e.g. 2023_Customer-Tax-Invoice etc. and then only use these going forwards. But the old ones will still appear on the list of available reports.