The software allows deletion of payments to address errors made by internal users.
Delete Payment Security
The ability to delete payments is controlled by explicit access privilege Payment/AR Transaction Delete Access. The individual user, or the role assigned to the user, must be assigned the access privilege. The access privilege is organization specific.
Delete Conditions
Payments can only be deleted if all of the following conditions are met.
- The Transaction Type is Payment, Adjustment, or Deposit.
- The payment was created by an internal user and did not originate through electronic means (such as credit card gateway, portal, and so on).
- The payment does not have related transactions for:
- Payment Application (XAP)
- Foreign Currency Adjustment (FCA)
- Credit Card Surcharges
- Accounts Receivable (AR) Vouchers
- The transaction is not part of a control or cash entry batch.
- The transaction is not GL Posted.
- The transaction date is within an open or active AR period.
Deleting a Payment
Follow these steps to delete a payment:
- Navigate to the order containing the payment.
- Go to the Payments tab.
- Right-click the payment, then select Edit. The Edit Payment window opens.
- On the menu bar, click Delete. A confirmation dialog box displays.
- Click Yes. The payment is deleted.
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