Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
assessor:rebates:amending_and_deleting_a_rebate [2021/07/26 15:58 UTC] – [Amending a Finalized Rebate] samuel | assessor:rebates:amending_and_deleting_a_rebate [2021/07/26 16:09 UTC] – [View/Edit Rebate: The Difference] samuel | ||
---|---|---|---|
Line 57: | Line 57: | ||
{{https:// | {{https:// | ||
=====Deleting an Unfinalized Rebate===== | =====Deleting an Unfinalized Rebate===== | ||
+ | Deleting an unfinalized rebate is pretty straightforward. Let's walk through the process.\\ \\ | ||
+ | |||
+ | **Create an Unfinalized Rebate: | ||
+ | |||
+ | - Open the " | ||
+ | - Once the "Add Rebate" | ||
+ | - Click "Add Rebate" | ||
+ | - The "Edit Rebate" | ||
+ | - Return to the " | ||
+ | - Click the refresh button in the top-right corner to retrieve an accurate selection of created rebates. | ||
+ | - Upon refreshing, you should see your newly created, unfinalized rebate. We can tell it is\\ unfinalized due to a lack of a " | ||
+ | |||
+ | ---- | ||
+ | **Delete the Unfinalized Rebate:**\\ | ||
+ | |||
+ | - Click once on the unfinalized rebate record so that it is selected. | ||
+ | - Look to the bottom of the " | ||
+ | - Click on " | ||
+ | - A prompt should appear asking if you are certain that you would like to delete the record. | ||
+ | - Pressing " | ||
+ | - **Press " | ||
+ | |||
+ | \\ \\ | ||
+ | **Congrats! **The record is deleted and should be removed from the form records. | ||
+ | |||
======View/ | ======View/ | ||
+ | Similar to the " | ||
+ | " | ||
+ | |||
+ | **If a selected rebate is finalized**: | ||
+ | |||
+ | * This is because the only way to change a finalized rebate is by amending it.\\ You may only View a finalized rebate. | ||
+ | * Clicking on "View Rebate" | ||
+ | * Viewing any of the reports **will not **create a new finalized rebate. This is only\\ possible one time from an unfinalized rebate. | ||
+ | |||
+ | \\ | ||
+ | **If a selected rebate is unfinalized: | ||
+ | |||
+ | * Clicking "Edit Rebate" | ||
+ | * You would click this button to finalize a rebate. | ||
+ | |||
+ | \\ | ||
+ | //For a refresher on how to use the "Edit Rebate" | ||