Process Write Off Function - Delete Scenarios

Scenario 1: Remove Accounts in Batch

Details

Step 1

From the Tree Menu, search for the Process Write Off function, and then click once on it.

Step 2

By default, system will open up the screen displaying all the available write off process task cards, as follows:-

  1. New Write Off (Extract Accounts and Batch Generation)

  2. WIP (Edit Accounts in Batch)

  3. Pending Approval (Review to proceed with batch write off)

  4. Submitted Batch (Enquire past 12 months batch record)

Step 3

Click once on the 'WIP' task card. System will display the 'WIP' panel.

Step 4

Mouse over an account record at the sub-panel and then click once on the Remove Delete icon.

Step 5

System will prompt a delete confirmation message. Click once on the Yes button, system will remove the record from the system database.

Note: Click once on the No button, to cancel the deletion process.