invent!ory ULTRA 2013 Help

Index

Editing Log Ins and Outs: Overview

u Double-click a selected grid row In Single Item Update (below).

 

 

Example: Selected Log Out Grid Row

 

 

 

v You will see two Edit Options pop up:

 

·    Undo  (Adjusting Supply Values: Overview)

·    Edit

 

Undoing is simple and easy, however, UNDO causes double the work since you must first undo the erroneous transaction and then reenter the ”correct “one. 

 

Most of the times, choosing Edit Transaction? (right) accomplishes the same result in just one transaction. We will discuss below the benefits of editing.

 

 

w If you double-click a pink grid row, you will see the Log Out Edit screen (below).

 

If you double-click a blue Log In grid row, you will see the Log In Edit screen (below).

 

x 1500 units should have been entered (instead of 2500). Here we enter the correct units (right)

 

 

y When you edit a log in or log out in Single Item Update, the original transaction (right) is not removed, as in the UNDO function.

 

Rather,  ULTRA creates a "trail"  of two transaction:

 

·    A Reversing transaction  (marked with a “<” code) and 

·    A Correcting transaction. (marked with a “!” code) 

 

More importantly, you only enter data one time to generate this “trail.”

.

 

 

Example

Above, we have edited the original erroneous log out of 2500 units to  dept 600 (“o” code).

 

Notice the reversing transaction for a positive 2500 units nullifies the original transaction for -2500.

 

That puts us back to even. Then the correcting transaction (“!” code ) enters the 1500 units we really wanted to charge out.

 

Note: We could have changed both Dept and Units Out if we had wanted to.

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