Discarding Payable Credit Notes

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

Lightning Experience

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.

Notes:

• You can only discard payable credit notes when they 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.

Classic Edition

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.