How do I delete a write-off transaction?

Delete a transaction that records a write-off.

When you need to remove a transaction from the database, use delete to delete the transaction. You need to know if the transaction has been updated to the General Ledger. Transactions that have been updated can be deleted while transactions that have NOT been updated to the General Ledger must be voided.

In this Topic

How do I delete a write-off transaction?
1. Has the transaction been updated to the General Ledger?
1. If the transactions have NOT been updated to the General Ledger, what do you want to do?

Has the transaction been updated to the General Ledger?

Yes, the transaction has been updated to the General Ledger. You cannot make changes to transactions that have been updated to the General Ledger. You can enter a new transaction.
No, the transaction has NOT been updated to the General Ledger. Use Enter Requesting Account Amounts to delete the transaction. You'll need to enter the Input Date when the inventory was issued. Then, click Delete (CTRL+D)

If the transactions have NOT been updated to the General Ledger, what do you want to do?

I want to delete a single entry. Click Delete Single Reference Number. Then, enter the reference number. Example:1
I want to delete a range of entries. Click Delete Reference Number Range. Now, enter the first and last reference number in the range. Example: 1 to 10.
I want to delete all of the entries entered on the input date. Click Delete Write-offs Input On MM/DD/YYYY. This will erase ALL of the issued transactions that were created on this date. There is no undo for this option. If you're not sure, back up the database before you continue.