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

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== Summary ==
 
== Summary ==
 
This article explains how to adjust the date on a {{SL}} or {{PL}} transaction.
 
This article explains how to adjust the date on a {{SL}} or {{PL}} 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.}}
 
{{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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Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}.
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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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* Enter or [[How do I find a customer?|search]] for the transaction account.
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* Find the required transaction.
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Go into {{Menu|{{SL}}/{{PL}}|Customer/Supplier History}}.
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* Press {{KeyPress|E}} for Edit.
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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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* Edit the date as required.
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* Highlight the transaction you want to correct on the list.
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* Press {{Button|Details}} 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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** {{DataPrompt|Centre}}
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** {{DataPrompt|Centre:}}
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** {{DataPrompt|Analysis}}
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** {{DataPrompt|Analysis:}}
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** {{DataPrompt|Comment}}
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** {{DataPrompt|Comment:}}
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** {{DataPrompt|Cleardown Hold}}
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** {{DataPrompt|Cleardown Hold:}}
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** {{DataPrompt|Site}}
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** {{DataPrompt|Site:}}
  
 
{{Warning|text=This option is only allowed if the transactions have not been processed through a [[How to process a month end|month end]].}}
 
{{Warning|text=This option is only allowed if the transactions have not been processed through a [[How to process a month end|month end]].}}

Revision as of 10:57, 30 July 2019

 This article or section applies to a Platinum feature currently being developed.
Be aware: Content may change.
This article or section is under review.
Be aware: Content may change as the document is reviewed.

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 [Details] 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, correct, correction, adjust, adjustments, date, wrong, mistake
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