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Deleting a Transfer

With the appropriate security permission, you can delete a transfer document:

• In the Draft or Pending states, provided that it does not contain any cost account allocations
• In the Canceled state

However, you cannot delete a transfer once it reaches the Approved state.

You can delete a transfer document from either of the following places:

• From the register: Use this method to quickly delete several transfers at once.
• From the document: Use this method when you need to verify the transfer before deleting it.

 To delete a transfer

1. Open the Transfers register.
2. Select the check box next to the transfers to delete, then click Delete.

—or—

Select the transfer to delete, then click Delete .

Proliance prompts you to confirm the deletion.

3. Click Yes to confirm.

Proliance deletes the transfer.