Difference between revisions of "How do I adjust the date on a transaction?"

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== Summary ==
 
== Summary ==
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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. This does NOT apply to invoices or credit notes that you have printed - these must be reversed and re-printed.
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This article explains how to adjust the date on a {{SL}} or {{PL}} transaction.
  
 
== More Information ==
 
== More Information ==
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Go into "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
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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.
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* Enter or [[How do I Find a Customer?|search for]] for account for the transaction.
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* Find the required transaction.
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{{Warning|text=This '''does NOT''' apply to invoices or credit notes that you have printed - these must be reversed and re-printed.}}
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* Press {{KeyPress|E}} for Edit.
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* Edit the date as required.  
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{{Information|The ability to edit transactions is limited to users with the {{DataPrompt|Adjust transactions}} user permission set to {{DataValue|Yes}}. You can find out how to set user permissions [[How do I Set Up User Security in Platinum?#User Permissions|here]].}}
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Go into {{Menu|{{SL}}/{{PL}}|Customer/Supplier History}}.
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* At {{DataPrompt|Account:}} enter the [[How do I find a customer?|code]] of the customer or supplier account.
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* Highlight the transaction you want to correct on the list.
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* Press {{Button|Edit}} or {{KeyPress|C-F2}} to edit the transaction.
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* At {{DataPrompt|Date:}}, enter the corrected date.
  
 
* You can also edit these fields:
 
* You can also edit these fields:
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** Centre
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** {{DataPrompt|Centre:}}
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** Analysis
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** {{DataPrompt|Analysis:}}
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** Comment
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** {{DataPrompt|Comment:}}
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** Cleardown Hold
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** {{DataPrompt|Cleardown Hold:}}
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** Site
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** {{DataPrompt|Site:}}
  
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{{Note|title=PLEASE NOTE|text=This option is only allowed of the transactions have not gone through a month end.}}
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{{Warning|text=This option is only allowed if the transactions have not been processed through a [[How to process a month end|month end]].}}
  
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== See Also ==
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== See also ==
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*[[How do I change the method of payment after it has been posted?]]
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* [[How do I find a customer?]]
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*[[Why is my System Posting Items on the Wrong Date?]]
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* [[How do I change the method of payment after it has been posted?]]
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* [[Why are document items being posted on the wrong date?]]
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* [[How do I adjust the centre on a transaction?]]
  
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{{FAQ}}{{KB_Tags|Date, Invoice, Adjust, adjustments, date, wrong}}{{KB_SL}}{{KB_PL}}{{ZN_Accounts}}
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{{KB_Tags|invoice, mispost, edit, correct, correction, adjust, adjustments, date, wrong, mistake}}
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{{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 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.
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 into " 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 "Date:", enter the corrected date.
  • 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


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Keywords AND Misspellings
invoice, mispost, edit, correct, correction, adjust, adjustments, date, wrong, mistake
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