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.
- 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 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.
- A system message prompts you to confirm the deletion. Click Yes to delete.