Discarding Payable Credit Notes

Note: You must use Lightning Experience or be in Classic EditionClosed The view of the application that you see when you first install the base managed package. to discard a payable credit note.

Discarding a Single Payable Credit Note

To discard a payable credit note using Lightning:

  1. Click the Payable Credit Notes tab.
  2. From the list view, click the payable credit note that you want to discard.
  3. On the credit note detail page, click Discard. The Discard Payable Credit Note window displays.
  4. In the Discard Reason field, enter a discard reason for future reference and auditing.
  5. Click Discard.

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

  1. Select the "In Progress" document that you want to discard.
  2. Click Discard. If you can't see this button, contact your administrator.
  3. Type a reason for discarding this document. You cannot leave this field blank.
  4. Click Discard again.

Discarding Multiple Payable Credit Notes

To discard multiple payable credit notes using Lightning:

  1. Click the Payable Credit Notes tab.
  2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Use the checkboxes on the left to select the payable credit notes that you want to discard. We recommend selecting no more than 200 credit notes.
  4. Click Discard. The window for discarding payable credit notes displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
  5. Check your selection and click Discard.
  6. Type a reason for discarding these credit notes. You cannot leave this field blank.
  7. Click Discard. The selected payable credit notes are discarded.
Notes:
  • You can only discard payable credit notes that have a status of "In Progress".
  • You cannot modify a discarded payable credit note.
  • When you have more than one current company selected, you can discard a payable credit note for any of the currently selected companies. You do not need to change the current company. Administrators can discard payable credit notes for any of their user companies, regardless of their current company selection.