Documentation | User Guide

Documentation | User Guide

Discard an estimated installment amount

This part of the guide explains how to discard an estimated installment amount.

The estimated installment amount can only be discarded when the status is Approved. Once the amount has been confirmed, its status changes to Discarded.

Step 1 - Go to page Estimated Installment Amounts

  1. Go to the Assessment module;
  2. Choose the Functionalities option;
  3. Click on the Estimated Installment Amounts menu. This action opens the Estimated Installment Amounts page (502:7000);

Step 2 - Discard an estimated installment amount

  1. Go to the Request Status column;
  2. Select the Approved option. This action displays a list of estimated installment amounts with this status;
  3. Find the estimated installment amount to be discarded;
  4. Click the edit (pencil) icon of the Estimated Installment Amount you wish to discard. This action opens the pop-up window Estimated Installment Amount;
  5. Click the Discard button. This action confirms the cancellation of the estimated installment amount, changes the status to Discarded and updates the Estimated Installment Amount page (502:7000).