Redoing Orders That Are Incorrect

 

After using all the options on the order and items screen to make an order correct, and still failing.  There are still more things to try.

 

 The first step depends on the status of the order.  If it is not set to POSTED, and you are not concerned about payments that have been recorded, the order can be completely cleared of its content by using the KILL a not-yet-posted order entry on the Order Actions menu.   This will clear the items, the settings that control the order and the customer information and allow you to start entering the order from scratch.

 

If there are financial concerns, such as payments that have been recorded or amounts that have been incorrectly posted or partially posted, the first step is to complete the posting process so the order has a status of  POSTED or IN.  You do this by final invoicing the order if necessary.

 

Check the reports to see how the system has recorded the invoice.  However even if the invoice appears to be correctly recorded, there are many places that get updated and you may not spot them all. 

 

The best thing to do once an order is questionably posted is as follows:

1.      Open the Order Actions menu and select Cancel A Posted Order.

2.      When the order appears click on the Cancel Order button.

3.      Answer Yes to proceed with canceling the order.

4.      Click on the Set Status to Placed button. (The order is now ready to be posted for the first time again.)

5.      Make any changes that are needed.

6.      If you need to set the posting date, you can set the one-time posting date from the Misc. menu.

7.      Click on Final Invoice to post the order normally.

 

This is the safest most complete method for handling an order that may have been posted improperly.

 

With the methods described above you should be able to correct any order or invoice that has gone awry.  If you find a situation where these procedures do not suffice, please call for help. We intend the program to include a way for a user to fix any problem that occurs in normal use.