Deleting a Debit Memo

1. At the Customer field, enter the six-character customer code for the debit memo.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer Code.

2. After selecting the appropriate customer, the customer's balance displays in the Account Balance field. A Select An Option window appears with the following options:

• EXIT – Select EXIT to exit and return to the Customer field.
• ADD – Select ADD to add a debit memo.
• A list of debit memos previously entered in the system.

Scroll to the debit memo that needs to be deleted and press Enter to confirm your selection.

Note: If the debit memo is from a prior year the message "Warning: Prior Year Memo !!! Space Bar to Continue" will appear. You cannot delete debit memos from prior years.

Note: You cannot delete a debit memo if payments have already been applied.

Note: You cannot delete the debit memo if "Prevent Prior Period CM/DM" is set to yes (Y=yes) in Ledger Options.

3. Command options will appear:

• Change – Select Change to make changes to the debit memo.
• Delete – Select Delete to delete the debit memo.
• Print – Select Print to print the debit memo.
• Exit – Select Exit to exit and return to the Customer field.

Select Delete. The debit memo is now deleted.

For more information about the Debit Memo option see Debit Memos.

Security Required : Receivables - Receivable Adjustments