Difference between revisions of "How do I adjust the centre on a transaction?"

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== Summary ==
 
== Summary ==
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If a document has been posted with an incorrect centre the Adjustments option allows you to correct it.
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This article explains how to adjust the centre on a {{SL}} or {{PL}} transaction.
  
 
== More Information ==
 
== More Information ==
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* Go into {{Menu|Systems\Accounts|{{SL}}\{{PL}}|Maintenance Options|Adjustment}}.
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If you post a {{SL}} or {{PL}} document with the wrong centre, in most instances you can amend the centre without having to reverse the transaction and re-post it.
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* Enter the relevant account code for the transaction or press {{KeyPress|C-F1}} to [[Do I have to remember all these Account Codes?|search]] for an account code.
 
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* Enter the {{DataPrompt|Document}} number or press {{KeyPress|ENTER}} to list all items.
 
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* Find the required transaction and make sure the arrow is pointing at it.
 
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* Press {{KeyPress|E}} for edit.
 
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* This screen will look like the {{KeyPress|S-F2}} - "Details" screen but you can move down to edit the Centre.
 
  
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* The above screen will also allows you to edit the following fields:
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{{Information|The ability to edit transactions is limited to users with the {{DataPrompt|Adjust transactions}} user permission set to {{DataValue|Yes}}. You can find out how to set user permissions [[How do I Set Up User Security in Platinum?#User Permissions|here]].}}
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** {{DataPrompt|Date}}
 
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** {{DataPrompt|Analysis}}
 
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** {{DataPrompt|Comment}}
 
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** {{DataPrompt|Cleardown Hold}}
 
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** {{DataPrompt|Site}}
 
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** {{DataPrompt|Centre}}
 
  
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{{Warning|text=This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update, Audit or Bank Reconciliation.}}
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Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier History}}.
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* At {{DataPrompt|Account:}} enter the [[How do I find a customer?|code]] of the customer or supplier account.
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* Highlight the transaction you want to correct on the list.
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* Press {{Button|Edit}} or {{KeyPress|C-F2}} to edit the transaction.
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* At {{DataPrompt|Centre:}}, enter the corrected centre.
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* You can also edit these fields:
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** {{DataPrompt|Date:}}
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** {{DataPrompt|Analysis:}}
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** {{DataPrompt|Comment:}}
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** {{DataPrompt|Cleardown Hold:}}
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** {{DataPrompt|Site:}}
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{{Warning|text=This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update, Monthly Audit, VAT Return or Bank Reconciliation.}}
  
 
== See also ==
 
== See also ==
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* [[How do I Find a Customer?]]
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* [[How do I find a customer?]]
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* [[How do I Adjust the Date on a Transaction?]]
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* [[How do I adjust the date on a transaction?]]
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* [[How do I Allocate a Payment to an Invoice?]]
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* [[How do I allocate a payment to an invoice?]]
 
* [[How do I change the method of payment after it has been posted?]]
 
* [[How do I change the method of payment after it has been posted?]]
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* [[Why is my System Posting Items on the Wrong Date?]]
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* [[Why are document items being posted on the wrong date?]]
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* [[Do I have to remember all these Account Codes?]]
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* [[Do I have to remember all these customer and supplier codes?]]
  
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{{KB_Tags|centre, invoice, adjust, adjustments, date, wrong, mispost, mistake, correction}}
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{{KB_Tags|centre, invoice, edit, adjust, adjustments, date, wrong, mispost, mistake, correction}}
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{{FAQ}}{{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}
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{{FAQ}}{{How}}{{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}

Latest revision as of 08:48, 20 August 2019

Summary

This article explains how to adjust the centre on a Sales Ledger or Purchase Ledger transaction.

More Information

If you post a Sales Ledger or Purchase Ledger document with the wrong centre, in most instances you can amend the centre without having to reverse the transaction and re-post it.

The ability to edit transactions is limited to users with the "Adjust transactions" user permission set to 'Yes'. You can find out how to set user permissions here.

Go to " Sales Ledger/Purchase Ledger Customer/Supplier History".

  • At "Account:" enter the code of the customer or supplier account.
  • Highlight the transaction you want to correct on the list.
  • Press [Edit] or <Ctrl+F2> to edit the transaction.
  • At "Centre:", enter the corrected centre.
  • You can also edit these fields:
    • "Date:"
    • "Analysis:"
    • "Comment:"
    • "Cleardown Hold:"
    • "Site:"
This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update, Monthly Audit, VAT Return or Bank Reconciliation.

See also


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Keywords AND Misspellings
centre, invoice, edit, adjust, adjustments, date, wrong, mispost, mistake, correction
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