Overview

Once a transaction has been posted to an invoice it can no longer be edited and needs to be reversed instead.

Reversing a transaction ensures the original charge is properly credited and material quantities adjusted. The reverse process will also adjust Job Load and Delivered quantities.

When a transaction can no longer be edited the  Reverse Transaction button appears when viewing the details of a transaction from a scanned list of transactions. Below is an example of a transaction that can no longer be edit.

A flyout window similar to the following will appear when the  Reverse Transaction button is clicked.

The flyout provides details about the selected transaction.

Options

Use the options section to select the date to be used when creating the reverse transaction. Both of the following options will generate a negative charge transaction.

Use date from original transaction on new reverse transaction?

Using the original date will ensure tonnage and charges reports are correct for the day the original transaction occurred. 

Use today's date on the new reverse transaction?

The reverse transaction will be created using the current system date.

Create a credit from the reverse transaction

When this option is checked Interact will automatically create an invoice with only the reverse transaction on it, post the invoice, and convert the negative invoice to a credit.

Save Button

The Save button will process the request to reverse the ticket and generate a credit if selected.

Save and Clone Button

The ability to clone a ticket was added as a way to easily create a new transaction for editing if the original was charged to the wrong account.

The Save and Clone button will process the request to reverse the ticket, generate a credit if selected, and create a new transaction. The message bar will include information about the cloned ticket.

The above example shows new ticket number, Office - 2020, of the cloned transaction. Ticket Office -2020 can be edited and billed to the correct account.

Cancel

Click the Cancel button to cancel the reversal process. The reversal can also be cancelled by clicking the arrow in the flyout window.