Overview

When attempting to delete a Billing Cash Receipt (BCR), a new BCR record is automatically created instead of the record being permanently deleted. This occurs when the "Policy (for Agency Sweep)" field on the associated Cash Receipt contains a policy value.

Process

To successfully delete a BCR without it being recreated, you need to clear the "Policy (for Agency Sweep)" field on the associated Cash Receipt first.

Remove the policy from the Cash Receipt

1. Navigate to the Cash Receipt record associated with the BCR you want to delete

2. Locate the "Policy (for Agency Sweep)" field

3. Clear the policy value from this field

4. Save the Cash Receipt record

Delete the BCR

1. Navigate to the Billing Cash Receipt you want to delete

2. Delete the BCR record

3. Verify that no new BCR is automatically created

Best practices

The "Policy (for Agency Sweep)" field is intended only for recurring receivables and should not be used for standard Cash Receipts. Consider the following best practices:

• Remove the "Policy (for Agency Sweep)" field from your Cash Receipt page layouts to prevent accidental population

• Use the standard policy lookup field instead when policy association is needed

• Include policy information in the memo field as a note if reference is required

• Remember that multiple policies can be associated with one Cash Receipt, so policy tracking at the CR level is generally not recommended

Troubleshooting

If you continue to experience issues with BCR deletion after clearing the "Policy (for Agency Sweep)" field, verify that:

• The Cash Receipt record was saved after clearing the policy field

• No other automated processes are creating BCRs based on the Cash Receipt

• You have the appropriate permissions to delete BCR records