193 lines
12 KiB
HTML
193 lines
12 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Adjustment memos">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Creating an Adjustment Memo: Basic Steps</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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var chmfilepage = "";
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getchmfile();
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function getchmfile(){
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var ra, sl, a, X, Y, Z;
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ra = /:/;
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sl = "::";
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if (a==4) {
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}
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//]]>
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</script>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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font.hcp2 { font-weight:bold; }
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table.hcp3 { vertical-align:top; }
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tr.hcp4 { vertical-align:top; }
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td.hcp5 { padding-right:10px;
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padding-left:10px; }
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span.hcp6 { font-weight:bold; }
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font.hcp7 { font-weight:bold;
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font-style:italic; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Creating an Adjustment Memo: Basic Steps</p>
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<p class="Help-Text"><font color="#0000FF"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_fields/fields08.htm">Memo Fields</a></font> <font color="#C0C0C0" class="hcp2">|</font> <a href="memosoverview.htm">Adjustments Overview</a></p>
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<div class="droptext" id="POPUP252974798" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('memo1301.htm');return false;">Access adjustment memos and history <img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p><a href="memo1303.htm">Create an adjustment memo</a></p>
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<p><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Temporarily hold a memo</a></p>
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a memo</a></p>
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<p><a href="memo1308.htm">Reverse or correct a memo</a></p>
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<p><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a memo</a></p>
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<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a memo</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Note"><span class="hcp6">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
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<p class="Help-Info-Line">To create a memo:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">From the Inventory menu, select <span class="hcp6">N</span><font class="hcp2">ew Quantity Memo</font> or <font class="hcp2">New Cost Memo</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Enter information into the appropriate memo fields at the top of the form.</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">The <span class="hcp6">Reason</span> field must have an entry.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">List the items to be adjusted, using standard item listing procedures. <a class="dropspot" href="javascript:TextPopup(this)" id="a5"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP250913589" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Scan the bar code from the item tag</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Type an item identifier (UPC, alternate lookup value, or item #) and press <font class="hcp7"><Enter></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <font class="hcp7"><Enter></font> to select).</p>
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</li>
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</ul>
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<p class="Help-Text" style="margin-left: 0px; text-align: center;"><img src="../image/listing_items.gif" alt="image\listing_items.gif" width="320" height="70" border="0"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, click the Find icon or press <font class="hcp7"><Enter></font> to open the Find Item window, where you can select an item or refine your search.  You can also select <font class="hcp2">Add New</font> to go to inventory to add a new item and immediately sell it.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Choose <font class="hcp2">Select from Item List</font> from the I Want To menu to go to your full item list and select items.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div></li>
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</ol>
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<ol start="4">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Enter the <font class="hcp2">New Qty</font> or <font class="hcp2">New Cost</font> for the item in either of these ways:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">Highlight the item and select <span class="hcp6">E</span><font class="hcp2">dit Item (</font><font class="hcp7"><F5></font><font class="hcp2">)</font> to open the Item Information window. Enter the adjusted value and then select <font class="hcp2">OK (</font><font class="hcp7"><F5></font><font class="hcp2">)</font> to close the window, or</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">Navigate to the respective field in the item list and make changes directly there.</p>
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</li>
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</ul>
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<ol start="5">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">S</font><font class="hcp2">ave &</font> <font class="hcp2">P</font><font class="hcp2">rint</font> or <font class="hcp2">S</font><font class="hcp2">ave</font> <font class="hcp2">O</font><font class="hcp2">nly</font>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You cannot list non-inventory or service items on a quantity adjustment memo since these items, by definition, have no on-hand quantity in inventory.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) Likewise, group items cannot be added to quantity or cost memos, since neither the quantity or the cost of the group is tracked. You can adjust the cost of the component items included in a group item.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) If using <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, all adjustments are done relative to the base unit of measure.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro w/multiple stores) Headquarters only: If making a memo for a store other than HQ, select the store from the drop-down list in the <font class="hcp2">Store</font> field.</p>
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</li>
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</ul>
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<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('memo_differencefields.htm');return false;">Notes on the quantity/cost difference Fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('memo1307.htm');return false;">Tip: Changing the quantity of a large number of items</a> <a href="javascript:void(0);" id="a7" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('memo1307.htm');return false;">or a style<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copying a memo</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Canceling or holding a memo in progress</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a6','POPUP252974798');
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TextPopupInit('a5','POPUP250913589');
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//]]></script>
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</body>
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</html>
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