Difference between revisions of "How do I adjust the centre on a transaction?"
From Catalyst
(New page: {{Review}} == Summary == There maybe instances when an document has been posted with for example an incorrect date that will need to be corrected this article explains how to do so. == D...) |
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== Summary == | == Summary == | ||
− | + | If a document has been posted with for example an incorrect date, that will need to be corrected. This article explains how to do so. | |
== Details == | == Details == | ||
− | *Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments". | + | * Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments". |
− | *Enter the relevant account code | + | * Enter the relevant account code for the transaction. |
− | *The | + | * The following screen looks like the Customer/Supplier History Screen. Find the required transaction. |
− | *Press {{KeyPress|E}} for edit. | + | * Press {{KeyPress|E}} for edit. |
− | *This screen will look like the {{KeyPress| | + | * This screen will look like the {{KeyPress|S-F2}} - "Details" screen but you can move down to edit the Centre. |
− | *The above screen will also allows you to edit the following fields: | + | * The above screen will also allows you to edit the following fields: |
− | **Date | + | ** Date |
− | **Analysis | + | ** Analysis |
− | **Comment | + | ** Comment |
− | **Cleardown Hold | + | ** Cleardown Hold |
− | **Site | + | ** Site |
− | {{Note|title=PLEASE NOTE|text=This option is only allowed | + | {{Note|title=PLEASE NOTE|text=This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update or Audit.}} |
{{KB_Tags|Centre, Invoice, Adjust, adjustments, date, wrong}} | {{KB_Tags|Centre, Invoice, Adjust, adjustments, date, wrong}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Accounts}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Accounts}} {{ZN_Admin}} |
Revision as of 13:45, 28 August 2009
Summary
If a document has been posted with for example an incorrect date, that will need to be corrected. This article explains how to do so.
Details
- Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
- Enter the relevant account code for the transaction.
- The following screen looks like the Customer/Supplier History Screen. Find the required transaction.
- Press <E> for edit.
- This screen will look like the <Shift+F2> - "Details" screen but you can move down to edit the Centre.
- The above screen will also allows you to edit the following fields:
- Date
- Analysis
- Comment
- Cleardown Hold
- Site
PLEASE NOTE: This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update or Audit. |