Difference between revisions of "How do I adjust the date on a transaction?"
From Catalyst
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== Summary == | == Summary == | ||
− | + | This article explains how to adjust the date on a {{SL}} or {{PL}} transaction. | |
== More Information == | == More Information == | ||
+ | If you post a {{SL}} or {{PL}} document with the wrong date, in most instances you can amend the date without having to reverse the transaction and re-post it. | ||
+ | |||
+ | {{Warning|text=This '''does NOT''' apply to invoices or credit notes that you have printed - these must be reversed and re-printed.}} | ||
+ | |||
Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | ||
* Enter or [[How do I Find a Customer?|SEARCH FOR]] for account for the transaction. | * Enter or [[How do I Find a Customer?|SEARCH FOR]] for account for the transaction. | ||
Line 10: | Line 14: | ||
* You can also edit these fields: | * You can also edit these fields: | ||
− | ** Centre | + | ** {{DataPrompt|Centre}} |
− | ** Analysis | + | ** {{DataPrompt|Analysis}} |
− | ** Comment | + | ** {{DataPrompt|Comment}} |
− | ** Cleardown Hold | + | ** {{DataPrompt|Cleardown Hold}} |
− | ** Site | + | ** {{DataPrompt|Site}} |
{{Warning|text=This option is only allowed of the transactions have not gone through a month end.}} | {{Warning|text=This option is only allowed of the transactions have not gone through a month end.}} | ||
− | == See | + | == See also == |
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
* [[How do I Allocate a Payment to an Invoice?]] | * [[How do I Allocate a Payment to an Invoice?]] |
Revision as of 08:22, 22 October 2013
Summary
This article explains how to adjust the date on a Sales Ledger or Purchase Ledger transaction.
More Information
If you post a Sales Ledger or Purchase Ledger document with the wrong date, in most instances you can amend the date without having to reverse the transaction and re-post it.
This does NOT apply to invoices or credit notes that you have printed - these must be reversed and re-printed. |
Go into " Sales Ledger\Purchase Ledger Maintenance Options Adjustments".
- Enter or SEARCH FOR for account for the transaction.
- Find the required transaction.
- Press <E> for Edit.
- Edit the date as required.
- You can also edit these fields:
- "Centre"
- "Analysis"
- "Comment"
- "Cleardown Hold"
- "Site"
This option is only allowed of the transactions have not gone through a month end. |
See also
- How do I Find a Customer?
- How do I Allocate a Payment to an Invoice?
- How do I Apply Settlement Discount for a Customer?
- How do I change the method of payment after it has been posted?
- Why is my System Posting Items on the Wrong Date?
- How do I Adjust the Centre on a Transaction?