Delete a Billing Cash Receipt(s) with LDO Enabled

Overview 

Important: The ability to delete a Billing Cash Receipt (BCR) with the Large Data Optimizer (LDO) feature enabled using the information in this article is only applicable if your org is currently on the Winter ’25 release or higher.

After a Cash Receipt is created, it might need to be refunded and have the related Billing Cash Receipt (BCR) deleted. When you have the Large Data Optimizer (LDO) feature enabled, on a negative Cash Receipt that has been refunded, you can use the Delete BCR button to delete the related Billing Cash Receipt (BCR). You cannot directly delete the related Billing Cash Receipt under LDO because it requires running an asynchronous process. 

Note: The Delete BCR button is only applicable to delete a Billing Cash Receipt (BCR) if you have the Large Data Optimizer (LDO) feature enabled. Otherwise, use the Delete button to delete a BCR record.

Delete a Billing Cash Receipt (BCR) when LDO is enabled

Note: The Billing Cash Receipt (BCR) must be in an open Accounting period or a closed period, without associated transactions.

1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Cash Receipts.
2. Select a list view (other than the Recently Viewed list view).
3. Select the Cash Receipt that has the Billing Cash Receipt (BCR) that you want to delete.
4. Click the Applied To tab.
5. Click the BCR hyperlink. The Billing Cash Receipt screen displays.
6. Click Delete BCR. The Are you sure dialog box displays.
   
   
   
   
7. Click Confirm.
   
   An asynchronous process will run in the background to unpost the Billing Cash Receipt (BCR) that is associated with the Cash Receipt and then delete the BCR.

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Winter '25 Release

Release Notes and Schedule

• This article is new with the Winter '25 release.