To edit a pledge credit or debit memo
You can edit a pledge credit or debit memo only if it has not been exported through the General Ledger interface, and the batch containing the pledge credit or debit memo is open. After a pledge credit or debit memo has been exported through the General Ledger interface and the Trans.POSTED_FLAG field is equal to 4, you cannot edit the pledge credit or debit memo.
- From Fund Raising, select Enter and edit adjustments> Pledge credit memos or Enter and edit adjustments> Pledge debit memos.
- Open an existing pledge credit or debit memo.
- Click Edit.
- If batch control is enabled but the batch that contains the pledge credit or debit memo is not currently selected but is still in the open state, iMIS displays a message indicating that the batch must be changed before the memo is deleted. Click Yes to change the batch.
- If the batch that contains the pledge credit or debit memo is no longer in the open state, a warning message displays indicating that the batch cannot be edited because it is not in an open state. Click OK.
- Edit the Amount Adj fields as needed.
- Click Save.