Record Editing

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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.

Common Editing Options

• 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: 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.