When a source code is assigned to an appeal, a link is created between the source code object and the appeal object. You may wish to add a different source code to an appeal, or remove the source code altogether from the appeal. To do this, you must delete the link between the appeal and the source code.
Tip: A source code cannot be deleted if there is a financial transaction associated with it. It is best not delete a source code after it has been sent out and could possibly be acted upon.
To delete the link between an appeal and a source code, complete the following steps:
- Navigate to the appeal profile of the appeal to which you would like to add a source code.
-
Click the Source Code button located on the appeal profile.
This will open the Source Code pop-up window.
You will notice the Generate New checkbox is not displayed and the Source Code field is no longer editable. This is because the source code listed has already been linked to the appeal.
Tip: An appeal can only have one source code linked to it at a time.
-
Click the Delete button.
You will get a pop-up message informing you that you are about to remove the source code association to this appeal.
-
Click the OK button to delete the link between the source code and the appeal.
The appeal profile will update and the source code will no longer be displayed.
