Remove a Document’s Automatic Association with New Transaction Lines

You can disable the automatic association of documents with new transaction lines.

To remove a document's automatic association with new transaction lines:

  1. On the Supporting Document dialog box, select the document that you want to remove.

    If you use the DPS on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

  2. Clear the check mark in the Associate with New Transactions option. This stops the document from associating with any new transactions that are entered on the grid.
  3. Click OK.