ITrack/Enterprise/Voiding documents - Revision history

Duff: Removed from FAQ category

2009-07-14T15:40:05Z

Removed from FAQ category

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	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]
	~~[[Category:ITrack/Problems/FAQ]]~~

Codeman: I keep forgetting to put reasons why I change. This change is because I realized this problem is not Enterprise specific. I'm changing the category to just ITrack.

2009-07-13T21:10:15Z

I keep forgetting to put reasons why I change. This change is because I realized this problem is not Enterprise specific. I'm changing the category to just ITrack.

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	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]
	[[Category:ITrack~~/Enterprise~~/Problems/FAQ]]		[[Category:ITrack/Problems/FAQ]]

Codeman at 21:08, 13 July 2009

2009-07-13T21:08:16Z

← Older revision		Revision as of 16:08, 13 July 2009
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	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]
			[[Category:ITrack/Enterprise/Problems/FAQ]]

Codeman at 18:37, 10 July 2009

2009-07-10T18:37:14Z

← Older revision		Revision as of 13:37, 10 July 2009
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	It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.		It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.

	~~[[Category:ITrack/Enterprise]]~~
	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]

Codeman at 17:00, 10 July 2009

2009-07-10T17:00:03Z

← Older revision		Revision as of 12:00, 10 July 2009
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	It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.		It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.

	[[Category:Enterprise ~~Concepts~~]]		[[Category:ITrack/Enterprise]]
	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]

Codeman at 16:08, 10 July 2009

2009-07-10T16:08:18Z

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	[[Category:Enterprise Concepts]]		[[Category:Enterprise Concepts]]
	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise/Concepts]]

Codeman at 15:06, 10 July 2009

2009-07-10T15:06:06Z

New page

In ITrack some documents can be voided. When a document is voided, it is no longer considered for many purposes. For instance, a voided sales order will not affect a customer's balance. The following types of documents can be voided:
* Sales Orders
* Payments
* Purchase Orders
* Transfer Orders
* Work Orders

== How to void a document ==
Open the document on its respective screen. You can find a document via the [[Transaction List Screen (Enterprise)]], also, many relevant documents can be found on the [[Home Screen (Enterprise)]]. And you can always open up a document's usual creation screen and type in its document id. Once the document is open, click the "void" check box and then save the document. You will need appropriate permissions to void a document.

== What voiding does not do ==
While voiding a document will affect its current and future actions, voiding does not currently undo any past actions. The following is a list of things that voiding a document will '''not''' do:
* If a document has already been closed, voiding does '''not''' re-stock any used inventory on that item.
* If a document has already affected the general ledger, voiding that document will '''not''' undo any GL entries. Accountants/administrators should print a "Voided Documents Report" on a recurring basis and make appropriate changes to inventory and accounting levels on a per-document basis.
* If a work order has been closed, voiding the document does '''not''' remove any labor entries.
* Voiding a closed document will '''not''' make any changes to a parts average cost.

== Alternatives to voiding ==
ITrack considers voiding of documents to be an extreme measure. It should not be used lightly and permissions to void should not be given out liberally. There are alternatives to voiding documents.
* Alternatives to voiding Sales Orders - Change the document type of the sales order to a type that does not affect inventory (for instance, a quote). Then close the document.
* Alternatives to voiding Work Orders - Mark the work order as an estimate. In this way it will not affect inventory levels, average cost, or customer balances.
* Alternatives to voiding Purchase Orders and Transfer Orders - Change the received quantities to the level actually received (possibly 0) and force the order closed.

== Future changes ==
It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.

[[Category:Enterprise Concepts]]
[[Category:ITrack/Enterprise]]

192.168.5.1: Fixed category.

2008-12-01T17:21:54Z

Fixed category.

← Older revision		Revision as of 12:21, 1 December 2008
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	It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.		It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.

	[[Category:~~ITrack~~ Enterprise Concepts]]		[[Category:Enterprise Concepts]]

192.168.5.1 at 17:21, 1 December 2008

2008-12-01T17:21:16Z

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	== Future changes ==		== Future changes ==
	It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.		It is likely that in the near future, voiding documents will have options for attempting to undo past actions (like restocking inventory). These changes probably won't come until 2009 and will be restricted by permissions.

			[[Category:ITrack Enterprise Concepts]]

192.168.5.1: Created a screen that talks a bit about voiding.

2008-12-01T17:20:36Z

Created a screen that talks a bit about voiding.

New page