Difference between revisions of "How do I adjust the centre on a transaction?"
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== Summary == | == Summary == | ||
| − | + | This article explains how to adjust the centre on a {{SL}} or {{PL}} transaction. | |
== More Information == | == More Information == | ||
| − | + | 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. | |
| − | + | ||
| − | + | {{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]].}} | |
| − | * | + | |
| − | * Press {{ | + | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier History}}. |
| − | * | + | * At {{DataPrompt|Account:}} enter the [[How do I find a customer?|code]] of the customer or supplier account. |
| + | * Highlight the transaction you want to correct on the list. | ||
| + | * Press {{Button|Details}} to edit the transaction. | ||
| + | * At {{DataPrompt|Centre:}}, enter the corrected centre. | ||
| − | * | + | * You can also edit these fields: |
| − | ** {{DataPrompt|Date}} | + | ** {{DataPrompt|Date:}} |
| − | ** {{DataPrompt|Analysis}} | + | ** {{DataPrompt|Analysis:}} |
| − | ** {{DataPrompt|Comment}} | + | ** {{DataPrompt|Comment:}} |
| − | ** {{DataPrompt|Cleardown Hold}} | + | ** {{DataPrompt|Cleardown Hold:}} |
| − | ** {{DataPrompt|Site | + | ** {{DataPrompt|Site:}} |
| − | |||
{{Warning|text=This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update, Audit or Bank Reconciliation.}} | {{Warning|text=This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update, Audit or Bank Reconciliation.}} | ||
Revision as of 11:02, 30 July 2019
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 [Details] 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, Audit or Bank Reconciliation. |
See also
- How do I find a customer?
- How do I adjust the date on a transaction?
- How do I allocate a payment to an invoice?
- How do I change the method of payment after it has been posted?
- Why are document items being posted on the wrong date?
- Do I have to remember all these customer and supplier codes?
