Record Editing - Revision history

Jvargo at 18:06, 11 May 2017

2017-05-11T18:06:25Z

Jvargo at 17:36, 11 May 2017

2017-05-11T17:36:26Z

Jvargo at 17:28, 11 May 2017

2017-05-11T17:28:11Z

Eschurdak: /* Asset Options */

2017-04-28T14:35:24Z

Asset Options

Jwolbert: /* Records Options */

2016-03-15T20:54:17Z

Records Options

Jwolbert at 20:49, 15 March 2016

2016-03-15T20:49:21Z

Tfusco at 18:06, 9 March 2010

2010-03-09T18:06:47Z

Lpickett at 15:35, 6 May 2009

2009-05-06T15:35:36Z

Lpickett at 16:06, 29 April 2009

2009-04-29T16:06:37Z

Lpickett at 15:58, 29 April 2009

2009-04-29T15:58:18Z

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 == Overview ==
-TrackAbout allows you to edit records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.
+TrackAbout allows you to edit records which have already been saved to the website.
 ==Why You Need It==
 ==How It Works==
@@ Line 29: / Line 30: @@
 *'''Change Record Date and Time''': TrackAbout date and timestamps records with an Effective Date (when the action happened)&nbsp;and Saved to Site date/time. It is possible to manually override the Effective Date from the website.
 *'''Change Customer''': If an incorrect Customer Number was entered on an invoice, the correct Customer Number can be entered via this link.
-*'''Change Invoice Number''': If an incorrect Invoice Number was entered, the correct Invoice Number can be entered from this link.
+*'''Change Order/Invoice Number''': If an incorrect Invoice Number was entered, the correct Invoice Number can be entered from this link.
 *'''Change PO Number''': The Purchase Order Number can be edited from here.
 *'''Change Truck''': Clicking on this link will display a drop-down list of the Trucks. Select a Truck to change the Truck from which this Invoice was delivered.
-*'''Change Carrier Information''': This can be used to edit information for Invoices which have been sent via a common carrier. The new carrier name will be selected from a drop-down list.
+*'''Change Carrier Information'''(Not Shown): This can be used to edit information for Invoices which have been sent via a common carrier. The new carrier name will be selected from a drop-down list.
 *'''Create/Del Correction Invoice''': This page lets you create or delete a correction invoice number to this invoice. A correction invoice is an invoice created in accounting to fix a mistake on another invoice. When the correction invoice number is entered here, TrackAbout will take that into consideration during future invoice comparisons.
 - Creating a Correction invoice will result in an audit on the Delivery record.  TrackAbout will keep note of both the original and the correction invoice numbers for accountability purposes.
 *'''Mark for Investigation''': Can be used in determining whether or not a truck's run can be resolved.
-*'''Increase Customer Balance''': Sometimes when returns are made, TrackAbout will not give the Customer credit because the Customer has an insufficient balance of that asset type to account for all of the returns. This link makes it possible to increase the Customer's balance at a time just prior to the invoice so that they will have enough assets on their balance to offset the assets being returned.
+*'''Increase Customer Balance'''(Not Shown): Sometimes when returns are made, TrackAbout will not give the Customer credit because the Customer has an insufficient balance of that asset type to account for all of the returns. This link makes it possible to increase the Customer's balance at a time just prior to the invoice so that they will have enough assets on their balance to offset the assets being returned.
 === Asset Options ===
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 Here are some of the more commonly seen Asset Options:
-[[File:Asset Options.png|300px]]
+[[File:RecordEditing2.JPG|200px]]
 *'''Reclassify Assets''': In the case an asset was captured with an incorrect Product Code, users can select the affected asset and update their product code classification.
@@ Line 61: / Line 63: @@
 *'''Change to Truck Load''': If a user accidentally loaded a truck using the Unload Truck feature, this action can easily be changed to a Truck Load action.
 *'''Change to Truck Unload''': If a user accidentally unloaded a truck using the Load Truck feature, this action can easily be change to an Unload Truck action.

@@ Line 23: / Line 23: @@
 Here are some of the commonly seen Record Editing options:
-[[Image:RecordEditingOptions.jpg|250px]]
+[[File:RecordEditing.JPG|200px]]
 *'''Verify This Record''': Changes the record's status to Verified and removes the record from the Verifications page.

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 [[Key_Concepts|<< Back to Key Concepts]]
-== Editing Records ==
+== Overview ==
 TrackAbout allows you to edit records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.
 Options for modifying records are separated into two Sections

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 *'''Attach Not-Scanned Assets''': Items without barcodes/tags can be added to the record at Non-Scanned Assets.  Not Scanned Assets will be added by product code and quantity.
 *'''Replace Incorrect Assets''': In the case where the wrong asset was associated with the record, the user can replace it with the correct asset (as long as the user knows identifying information about the correct asset)
-*'''Switch Delivery/Return''': This option will allow a Delivery record to be converted into a Return record (and vice versa)
+*'''[[Deliver/Return Editing: Switch Deliver / Return|Switch Delivery/Return]]''': This option will allow an asset that was delivered to be switched to be a return (and vice versa)
 *'''Detach Assets''': Use this option to remove assets from the record.
 *'''Move to Another Invoice''':  Users can select affected assets and move them to a separate delivery record of a difference invoice number.

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 *'''Change Carrier Information''': This can be used to edit information for Invoices which have been sent via a common carrier. The new carrier name will be selected from a drop-down list.
 *'''Create/Del Correction Invoice''': This page lets you create or delete a correction invoice number to this invoice. A correction invoice is an invoice created in accounting to fix a mistake on another invoice. When the correction invoice number is entered here, TrackAbout will take that into consideration during future invoice comparisons.
 *'''Mark for Investigation''': Can be used in determining whether or not a truck's run can be resolved.
 *'''Increase Customer Balance''': Sometimes when returns are made, TrackAbout will not give the Customer credit because the Customer has an insufficient balance of that asset type to account for all of the returns. This link makes it possible to increase the Customer's balance at a time just prior to the invoice so that they will have enough assets on their balance to offset the assets being returned.

← Older revision		Revision as of 18:06, 9 March 2010
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−	~~Go to~~ [[~~Key Concepts~~\|Key Concepts]] ~~main page~~	+	[[Key_Concepts\|<< Back to Key Concepts]]

	TrackAbout allows you to change records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.		TrackAbout allows you to change records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.

@@ Line 1: / Line 1: @@
-&lt;&lt; Back to [[Key Concepts|Key Concepts]]<br>
+Go to [[Key Concepts|Key Concepts]] main page
 TrackAbout allows you to change records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.
 Record editing options are available from right within the record. Other editing options are listed below the common editing options shown.
 [[Image:RecordEditingOptions.jpg|thumb|left]]

@@ Line 3: / Line 3: @@
 TrackAbout allows you to change records which have already been saved to the website. Changes can be made to update records or correct errors which have been made.
-Record editing options are available from right within the record.
+Record editing options are available from right within the record. Other editing options are listed below the common editing options shown.
 [[Image:RecordEditingOptions.jpg|thumb|left]]
@@ Line 49: / Line 49: @@
 *Increase Customer Balance: Sometimes when returns are made, TrackAbout will not give the Customer credit because the Customer has an insufficient balance of that asset type to account for all of the returns. This link makes it possible to increase the Customer's balance at a time just prior to the invoice so that they will have enough assets on their balance to offset the assets being returned.
-'''Other Editing Options'''
+Some records will allow for editing options other than those listed above. Among these other editing options are:
 *Change to Truck Load: If a user accidentally loaded a truck using the Unload Truck feature, this action can easily be changed to a Truck Load action.
 *Change to Truck Unload: If a user accidentally unloaded a truck using the Load Truck feature, this action can easily be change to an Unload Truck action.
 &nbsp;