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To delete a pledge credit or debit memo with batch control enabled

You can delete 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 delete the pledge credit or debit memo.

  1. From Fund Raising, select Enter and edit adjustments > Pledge credit memos or Enter and edit adjustments > Pledge debit memos.
  2. Open an existing pledge credit or debit memo.
  3. Click Delete.
    • If the batch that contains the pledge credit or debit memo is still open but is not currently selected, 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, iMIS displays a message indicating that the batch must be changed before the memo is deleted. If you click Yes, a warning message displays indicating that the batch cannot be edited because it is not in an open state. Click OK.
  4. A system message prompts you to confirm the deletion. Click Yes to delete.

See Also

About finding credit and debit memos using multiple search criteria

To find a pledge credit or debit memo

To edit a pledge credit or debit memo


ASI logo 10.6 Production Release. Updated 1/31/2006 5:42:46 PM
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