| | Delete a customer discount (SD) transaction |
| Resolution | [BCB:18:Wizard code:ECB] What VAT scheme are you using? To check the VAT scheme - Click Settings then click Company Preferences and click the VAT tab.
- Check which VAT scheme appears under VAT Scheme box, then click OK.
Standard VATnull;null;wiz_start,wiz_SDSTD VAT Cash Accountingnull;null;wiz_start,wiz_SDVCA Flat Rate - Invoice Basednull;null;wiz_start,wiz_SDSTD Flat Rate - Cash Basednull;null;wiz_start,wiz_SDVCA Delete a customer discount - Click Customers and click the required customer then click Activity.
- Click the customer discount, SD, you want to delete then click Delete transaction.
- Check the details to make sure it's the correct transaction, then click Delete.
- Click Yes then click Close.
What happens when you delete a sales discount?
- Not VAT reconciled - the transaction is marked as deleted.
- VAT reconciled - the original discount can't be deleted. The sales discount is changed to a sales credit, then a batch customer invoice is posted to reverse the credit.
Backnull;null;wiz_start,wiz_SDSTD Is the sales discount indirectly linked to a VAT Reconciled sales receipt? When you post a sales discount it allocates to a sales invoice, the sales invoice also allocates to a sales receipt. Is this sales receipt VAT reconciled? Yesnull;null;wiz_SDVCAY,wiz_SDVCA Nonull;null;wiz_SDVCA,wiz_SDVCAN Not surenull;null;wiz_SDVCA,wiz_SDVCANS Backnull;null;wiz_start,wiz_SDVCA Delete a customer discount - Click Customers and click the required customer then click Activity.
- Click the customer discount, SD, you want to delete then click Delete transaction.
- Check the details to make sure it's the correct transaction, then click Delete.
- Click Yes then click Close.
What happens when you delete a sales discount?
When you delete a customer discount under VAT Cash Accounting, it's marked as deleted. Backnull;null;wiz_SDVCA,wiz_SDVCAN Restartnull;null;wiz_SDVCAN,wiz_start Delete a customer discount You must unallocate before you can delete the sales discount: - Click Customers and click the required customer then click Activity.
- Click the customer discount, SD, you want to delete then click Unallocate transaction.
When you unallocate, the sales discount changes to a sales credit, SC.
- Click Delete transaction, check it's the correct transaction, then click Delete.
- Click Yes then click Close.
What happens when you delete a sales discount?
When you unallocate, the sales discount changes to a sales credit, SC, then, when you delete, it's marked as deleted. Backnull;null;wiz_SDVCAY,wiz_SDVCA Restartnull;null;wiz_SDVCAY,wiz_start Delete a customer discount - Click Customers and click the required customer then click Activity.
- Click the customer discount, SD, you want to delete then click Delete transaction.
- Check the details to make sure it's the correct transaction, then click Delete.
- Click Yes then click Close.
If you delete the transaction successfully, the linked sales receipt is not VAT reconciled. Your deletion is complete.
If you get the message 'This discount transaction has been allocated against an invoice and VAT calculated....' then the linked sales receipt is VAT Reconciled. Sales receipt is VAT Reconcilednull;null;wiz_SDVCAY,wiz_SDVCANS Backnull;null;wiz_SDVCA,wiz_SDVCANS Restartnull;null;wiz_start,wiz_SDVCANS [BCB:19:UK - Sales message :ECB] |
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