Delete a Credit Reason

To delete a Credit Reason, from the main menu, arrive at the Credit Reasons setup with this path: Setup > Other > Credit Reasons.

The Credit Reasons list will be displayed.  Locate the Credit Reason you want to delete, and then click on the Delete button (trash can icon).

Note:  When the User selects Yes to accept the deletion of the record, this does not delete the value from the database, however marks the record as “Inactive”.  In most cases, if a record was previously marked as “deleted”, a user is able to re-activate the deleted [inactivated] record.  When selecting to view Inactive Only records, items that were previously “deleted”, will appear in the inactive list.

 

A confirmation message will be displayed.  Click the Yes button to proceed with the deletion (inactivation) of the record.

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