You can delete documents from a proposal on two different levels:
- All documents for a debtor/currency.
- One single document.
- Select the Work with A/R group documents menu item.
- On the A/R grouped documents – overview panel, select the proposal you want to maintain.
- You access A/R grouped documents – select activity. Tick Maintain proposal and click OK.
- You access A/R grouped documents – maintain with a suggestion of the group documents. The documents are grouped per Debtor and Transaction currency. To see all detail documents which comprise a group document, select the group document. Tip: You can use the Debtor no and Curr fields at the bottom of the panel to position on Debtor number and Transaction currency.
- You access A/R grouped documents – maintain with all the detail documents for the grouped document you marked on the previous panel.
- Due date
- Dt
- Doc no
- Doc date
- These four fields display information about the documents included in the group document.
- Transaction amount
- Displays the remaining amount of the included documents. Note: The amount displayed at the top right corner of the panel is the total amount of the group document, meaning a summation of the remaining amount of the documents.
- To delete all the documents for the debtor/currency, click Delete. Click Delete again to confirm.
- To delete a single document from the proposal, select the document you want to delete to see the details for that document.
- On the A/R grouped documents – maintain, Delete document panel, click Delete twice.
Exit the routine.