Q. How do I delete or terminate a referral DA?
A. Referral DAs cannot be terminated. You will need to change the type and class of the DA before terminating. On Part 1, change Type to S, Class to P. Go to Save/Part 2. Move any money from "Other" to "Sale". Now open Associates on DA & change Type = S, Class = P. Recalculate & now resave with Status = T. This resolves the invalid type/class conflict.