Difference between revisions of "How do I adjust the date on a transaction?"
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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 | + | * 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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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I find a customer?]] |
* [[How do I change the method of payment after it has been posted?]] | * [[How do I change the method of payment after it has been posted?]] | ||
* [[Why is my System Posting Items on the Wrong Date?]] | * [[Why is my System Posting Items on the Wrong Date?]] | ||
Revision as of 06:29, 8 January 2019
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?
