Reverse, Copy and Correct a History Document

Edit a Document | Copy a Document

Editing of saved history documents is limited to certain informational fields. However, if uneditable errors are discovered the entire document can be corrected by using a reverse, copy and correct procedure as described here.

This is a general procedure. Use the links on this page to see specific information for your situation.

To correct a history document:

1. Reverse the original document.

Reversing updates history, inventory, and any referenced order documents. In the case of a sales receipt, payments are canceled/credited to the customer. How?

2. Display the original (reversed) document again.

The original document is marked Reversed in the status field (displayed in the document history list).

3. Select Copy <document> from the window toolbar.

A new document of the same type is started, with most of the same information as the original. Read more about what is not copied here.

4. Edit the copy as necessary to correct the error.

You can add or delete items, change costs, prices, or quantities, and edit other information fields as needed before saving.

5. If a receipt, record payment in the usual manner, typically by the same method as the original.

6. Select Save & Print.

(Pro multi-store) Reversing of documents at remote stories is allowed only until the document has been sent to Headquarters.

Related Topics

Reverse a sales receipt

Reverse a receiving voucher

Reverse an adjustment memo

Reverse a transfer slip

Cancel or hold a document in progress