Problem

You have completed the Pre-Close File Check and successfully closed the matter.

You now want to delete the matter but you are getting the error:
Associated Data exists - Please detach

Solution

To find out where the matter is still being used:

  1. Go to the matter in question
  2. Matter Menu > Matter > Show Where Used


If the "Matter Check List" box is ticked and is stopping the Matter from being deleted:

  1. Go to the matter in question
  2. Matter Menu > Matter > Review Matter Details (inc Profile)
  3. Set the Work Type to a Work type that doesn't have a Workflow event associated with it
  4. Then try to delete the matter.

If the "Movements" box is ticked and is stopping the Matter from being deleted:

  1. Go to Entity Enquiry > Matters tab - context menu - View Closed > Delete

IMPORTANT: Normally Matters are only deleted if they were accidentally setup in the first place as all record of the Matter is lost and not retrievable when deleted. Closing a Matter is usually all that is needed.

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