Difference between revisions of "How do I adjust the centre on a transaction?"
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* At {{DataPrompt|Account:}} enter the [[How do I find a customer?|code]] of the customer or supplier account. | * 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. | * Highlight the transaction you want to correct on the list. | ||
− | * Press {{Button| | + | * Press {{Button|Edit}} or {{KeyPress|C-F2}} to edit the transaction. |
* At {{DataPrompt|Centre:}}, enter the corrected centre. | * At {{DataPrompt|Centre:}}, enter the corrected centre. | ||
Revision as of 08:22, 9 August 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 [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, 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?