Discarding Payable Invoices

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 invoice.

Discarding a Single Payable Invoice

To discard a payable invoice using Lightning:

  1. Click the Payable Invoices tab.
  2. From the list view, click the payable invoice that you want to discard.
  3. On the payable invoice detail page, click Discard. The Discard Payable Invoice window displays.
  4. In the Discard Reason field, enter a reason for discarding the payable invoice.
  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 Invoices

To discard multiple payable invoices using Lightning:

  1. Click the Payable Invoices 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 invoices that you want to discard. We recommend selecting no more than 200 invoices.
  4. Click Discard. The window for discarding payable invoices 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 invoices. You cannot leave this field blank.
  7. Click Discard. The selected payable invoices are discarded.
Notes:
  • You can only discard payable invoices when they have a status of "In Progress".
  • You cannot modify a discarded payable invoice.
  • When you have more than one current company selected, you can discard a payable invoice for any of the currently selected companies. You do not need to change the current company. Administrators can discard payable invoices for any of their user companies, regardless of their current company selection.