Delete Distributions

When you delete a distribution, the application deletes all distributions that are associated with the same transaction. It also automatically changes the status of the transaction back to Available to Process in the Joint Venture Transactions work area.

You can’t delete distributions that have a status of Process Complete, which indicates that the distributions have been processed to create invoices. Instead, you must follow the process to reverse the distributions. See Distribution Reversal Methods for more information.

The exception to this is distributions marked as “Distribution Only,” which aren't available for invoicing. When generated, these distributions are automatically set to Process Complete because they can’t be processed further. Because invoices aren’t associated with these distributions, you can delete them.

You can also delete joint venture distributions using an Excel spreadsheet. Download the spreadsheet from the Joint Venture Distributions work area and follow the instructions in the spreadsheet to delete records as needed and upload your changes back to the work area. See Manage Joint Venture Data in Microsoft Excel for more information.

1. Select the distributions you want to delete:

   • Select one or more rows manually.

   • Or click the Select All check box above the first row if you want to remove all distributions that match your filter criteria.

   Caution: When you use Select All, you're selecting all distributions based on the filter criteria, not just the distributions displayed in the grid.

2. Click Delete.