Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Remove a Document’s Association from a Transaction

You can remove documents that are associated with a transaction.

Prerequisites: Select a transaction file to view or edit and click the in the Document column.

If you use the Vantagepoint 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.

To remove a document's association with a transaction:

  1. On the Supporting Document dialog box, select the document that you want to remove.
  2. Clear the Attached to This Line check box to remove the document's association with the transaction.
  3. Click Save.
    • AP vouchers, AP disbursements, Units, and Units by Project: If the document is not associated with any other transaction, it is deleted from the Supporting Document dialog box either when you save or when the transaction is automatically saved when you leave the application.
    • Expense reports: If the document is not associated with any other transaction, it is deleted when you submit the expense report.