Discarding Sales Credit Notes

Discarding a Single Sales Credit Note

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.

The Discard button is available in the Classic Edition and the Sales Credit Note's Lightning page.

Discarding Multiple Sales Credit Notes

To discard multiple sales credit notes using Lightning:

1. Click the Sales 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 sales credit notes that you want to discard. We recommend selecting no more than 200 credit notes.
4. Click Discard. The window for discarding sales 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 sales credit notes are discarded.

Notes:

• [Lightning Experience Only]
  • When you have more than one current company selected, you can discard a sales credit note for any of the currently selected companies. You do not need to change the current company. Administrators can discard sales credit notes for any of their user companies, regardless of their current company selection.
  • You can discard sales credit notes of up to 9,980 lines immediately (synchronously).
• If using a user interface other than Lightning Experience and the document is an enterprise billing Support for sales invoices and credit notes of more than 80 lines. You can use custom settings to adjust this threshold in some instances. document, you must use Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured.. If the number of lines is over the enterprise billing threshold, the process is run as an asynchronous batch job. You are notified of the success or failure of this operation.
• If you discard a sales document that has had its tax calculated by an external system, any values held in the external system for the document will be deleted. If values in the external system have been modified directly, it might not be possible to delete them and they may remain in a Voided state.