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.