Difference between revisions of "How do I adjust the centre on a transaction?"
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This article explains how to adjust the centre on a {{SL}} or {{PL}} transaction. | This article explains how to adjust the centre on a {{SL}} or {{PL}} transaction. | ||
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** {{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, Monthly Audit, VAT Return or Bank Reconciliation.}} |
== See also == | == See also == | ||
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* [[Do I have to remember all these customer and supplier codes?]] | * [[Do I have to remember all these customer and supplier codes?]] | ||
− | {{KB_Tags|centre, invoice, adjust, adjustments, date, wrong, mispost, mistake, correction}} | + | {{KB_Tags|centre, invoice, edit, adjust, adjustments, date, wrong, mispost, mistake, correction}} |
{{FAQ}}{{How}}{{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} | {{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
- 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?