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Difference between revisions of "Record Editing"
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(New page: '''Delivery Action - Detail View''' *Verify This Record: Changes the record's status to Verified and removes the record from the Verifications page. *Delete This Record: Removes the recor...) |
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| − | + | << Back to [[Truck Load Unload and Reconciliation|Truck Load Unload and Reconciliation]]<br> | |
| − | *Verify This Record: Changes the record's status to Verified and removes the record from the Verifications page. | + | '''Delivery Action - Detail View''' |
| − | *Delete This Record: Removes the record from the website. However, an audit trail will remain. | + | |
| − | *Change Record Date and Time: TrackAbout date and timestamps records with an Effective Date (when the action happened) and Saved to Site date/time. It is possible to manually override the Effective Date from the website. | + | *Verify This Record: Changes the record's status to Verified and removes the record from the Verifications page. |
| − | *Change Customer: If an incorrect Customer Number was entered on an invoice, the correct Customer Number can be entered via this link. | + | *Delete This Record: Removes the record from the website. However, an audit trail will remain. |
| − | *Change Invoice Number: If an incorrect Invoice Number was entered, the correct Invoice Number can be entered from this link. | + | *Change Record Date and Time: TrackAbout date and timestamps records with an Effective Date (when the action happened) and Saved to Site date/time. It is possible to manually override the Effective Date from the website. |
| − | *Change PO Number: The Purchase Order Number can be edited from here. | + | *Change Customer: If an incorrect Customer Number was entered on an invoice, the correct Customer Number can be entered via this link. |
| − | *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 Invoice Number: If an incorrect Invoice Number was entered, the correct Invoice Number can be entered from this link. |
| − | *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 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. | ||
*Create/Del Correction Invoice: | *Create/Del Correction Invoice: | ||
| − | *Mark for Investigation: | + | *Mark for Investigation: |
*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 so that they will have enough assets on their balance to offset the assets being returned. | *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 so that they will have enough assets on their balance to offset the assets being returned. | ||
[[Image:RecordEditingOptions.jpg|thumb|left]] | [[Image:RecordEditingOptions.jpg|thumb|left]] | ||
Revision as of 15:52, 24 April 2009
<< Back to Truck Load Unload and Reconciliation
Delivery Action - Detail View
- Verify This Record: Changes the record's status to Verified and removes the record from the Verifications page.
- Delete This Record: Removes the record from the website. However, an audit trail will remain.
- Change Record Date and Time: TrackAbout date and timestamps records with an Effective Date (when the action happened) 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 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.
- Create/Del Correction Invoice:
- Mark for Investigation:
- 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 so that they will have enough assets on their balance to offset the assets being returned.
