Cancel draft

[Former Member]

I have created a draft AP invoice (approval procedures are NOT used) and now wish to cancel this DRAFT AP invoice.

how can this be achieved?

[former_member583013 · Accepted solution]

Hello Lisa,

Cancelling only applies to actual documents added to the system. Since drafts are not the actual documents they could be removed if you no longer need them.

When you open Document Drafts...you would see the list of documents..highlight the document > right mouse click and select Remove

Probably this should help you

Suda

[Former Member]

Hi Lisa,

A DRAFT invoice before approval is not a formal invoice. So you don't need to Cancel it. B1 has not designed cancel function for draft document. What you can do is adding a Closing Remark if you don't need that draft anymore.

Thanks,

Gordon

[former_member186095]

Hi,

what localization database are you using ? I have tested but I can't cancel the draft from the document draft window. It is only remove or closed. If you want that it is no visible in the document draft, just tick open only in the document draft selection criteria.

Rgds,