Presales Negative Transaction

Release Date: 3/1/24

Version: 8.6 and Above

Once the presales transaction is posted, how do we correct the mistake?  The scenario can come from simple user data entry mistake to the vendor sending us wrong ASN data. We must have a way to correct this kind of mistake.

For example, in this scenario the ASN data that was import indicated that there were four items shipped but only three were received.

To correct this situation, the pending Presales data needs to be adjusted. This will require entering and posting a negative Presales Transaction. To accomplish this, go to Inventory Management-> Maintenance-> Vessel File-> Presales-> Update. 

Highlight the vessel that needs to be adjusted and press Enter.

Press the Insert key from the Presales Trx Detail screen.  

Enter the required data. In this situation, the quantity should be entered as a negative number to reduce the quantity from 4 to 3.

Since the item is serialized, a serial number must be provided.

The Presales Transaction Detail screen will now show the negative transaction that was just entered.

This information is also shown on the Presales Transaction screen on the line for the vessel number.

Post the transaction to update the pending quantities for the vessel.

Once the transaction is posted, the error on the Warehouse Receiving Edit List and Warehouse Receiving Posting Journal is resolved.

CLS

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