Able to Delete Draft Credit Memo in PPM? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Able to Delete Draft Credit Memo in PPM?

in Project Management 11 comments

Credit Memos were incorrectly/accidentally created in PPM due to a user backdate amending the contract. We want to delete the draft Credit Memos so the original invoices are unimpacted and remain as they were.

The Actions > Delete option is grayed out (screenshot) and per this Idea, it appears it's not possible to delete a draft Credit Memo.


Workaround: Push through the CMs to AR, then recreate the original invoices

Question: Are there any other alternate solutions other than the above workaround?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!