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“Undo” Editing of Log In/Out Transactions

Oops! You entered a log out (here, 10 units) incorrectly and need to edit it.

With Undo, you can remove any log out/log in transaction and reenter it again correctly.

Here's How to Do It:

1. Double click the incorrect grid row.

2. The Edit Options window appears (lower left). You can choose to either Undo the transaction or Edit it.

3. Select "Undo" option.

4. A confirmation prompt (left) will allow you to continue or quit the Undo.

Here is the result of the undo.

As you can see the log out transaction is gone and the Dollar Value and Units On Hand have been restored to their values before the log out.

The next step? Simply log out the transaction again with the correct values but a warning…

Warning

1. Only undo transactions within a current month before running a usage-by-dept report.

2. Always use the Edit option if transactions are from a prior month. The Edit function adds two transactions—reversing and correcting transactions—to ensures the proper dept or vendor is credited back in the current month.

3. Special Log IN Case: Undoing a Log In transactions AFTER you have logged out against it, first undo all the log outs before undoing the log in.

4. Special Log IN Case: If you try to undo a Log In that will result in NEGATIVE UNITS ON HAND, you will see this error message.

"Zeroing Out" an Item

Here we undo the original log in to "zero out" the item.

This is a good way to start over clean after a series of missteps.

The supply item is cleared.