Remove a Deposit

A deposit may need to be removed from the system from time to time. Doing so must be done carefully or could cause errors. This section will discuss how to remove a deposit safely.

PREREQUISITES:

  • The Deposit security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

IMPORTANT: While it is possible to delete a deposit, we strongly discourage you from doing so. Deleting a deposit will cause errors for any users associated to that deposit.

If a deposit has not been associated to one or more cases, you can delete it by following these steps:

  1. Click Fees & Case Data on the PLL Admin menu panel and select Deposit.

  1. On the Deposit panel, select the check box next to the deposit you wish to delete, then click Delete record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the message box appears, asking if you want to delete the selected item(s), click OK.

If the deposit is associated with one or more cases, you can safely expire it by following these steps:

  1. On the Deposit panel, click Edit record next to the deposit you wish to remove.

  1. When the Edit: Deposit panel opens, select the Expired Flag check box.

  1. Click Save.