Difference between revisions of "How do I adjust the date on a transaction?"
From Catalyst
Katy Kitchen (talk | contribs) (→More Information) |
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Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | ||
− | * Enter or [[How do I Find a Customer?| | + | * Enter or [[How do I Find a Customer?|search]] for the transaction account. |
* Find the required transaction. | * Find the required transaction. | ||
* Press {{KeyPress|E}} for Edit. | * Press {{KeyPress|E}} for Edit. | ||
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** {{DataPrompt|Site}} | ** {{DataPrompt|Site}} | ||
− | {{Warning|text=This option is only allowed | + | {{Warning|text=This option is only allowed if the transactions have not been processed through a [[How to process a month end|month end]].}} |
== See also == | == See also == |
Revision as of 08:34, 21 June 2018
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 the transaction account.
- 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 if the transactions have not been processed through a month end. |
See also
- How do I Find 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?