invent!ory ULTRA 2013 Help

Index

Editing a Log Out

Editing Erroneous Input: Units

 

In the grid, (right) you’ve logged out two orders

 

·    10 boxes to Branch1

·    5 to Branch2.

 

Now, you have a 3rd cued up and click "Save."

 

Ooops!  You meant to log out only 5 boxes to Branch3  but accidentally logged out 15 boxes instead.

 

How do you correct it?

 

 

u Select and double-click the grid row of the BRANCH3 transaction in the pink grid (right).

 

 Note: A row is selected if it is highlighted and the  selector arrow appears.

 

 

v Change the UNITS OUT to 5 and hit "Save" (right).

 

 

 

Note: Units On Hand before the correction is 70,

(10 units lower than it should be).

 

 

 

w This confirmation message appears (right). When you click "OK", you will see the Units On Hand are now 80 and the Dollar Value is $800.

 

Look at the pink Log Out Grid (right).

 

Notice there are now 3 transactions for BRANCH3.  Two transactions are posted for each correction—a reversing (“<”) and a correction transaction (“!”).

 

ULTRA leaves a "trail" when you correct a transaction and marks them with a TRANSACTION CODE.

 

 Editing Erroneous Input: Units Out and Department  

 Ooops! I meant to log out 20 units to Branch4, not 12 to Branch 44 (below).

 

 

 

Units On Hand goes from 80 to 68.

 

 

 

So, I need to correct both units and a department.

 

 

 

I select the line so that the grid row is highlighted and the  selector arrow appears (right).

 

    Double click this grid row.

The Edit Log Out screen appears

 

 

Here (right) I change Units Out to 20 (from 12) and Department to Branch 4 (from Branch44).

 

The result? We're good.

 

Units On Hand goes to 60 (from 68) and $ value to $600.

 

Here are the three transactions.

 

Notice that in the 'o<' reversing entry, Branch44 is given credit for +12 units thus wiping the slate clean so the 'o!' correcting entry can post the desired values—20 units to Branch4.

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