Previous Topic

Next Topic

To edit existing sales transactions

To edit a transaction that is still in the system, find the transaction, select edit mode, and make the necessary changes.

Note: You cannot edit transactions that are in a posted or closed batch or transactions that have been transferred to the GL.

You can search for an existing transaction using any of the first three heading fields. After the search, iMIS either displays the transaction you requested or presents a list of transaction options.

Note: iMIS only searches on one field at a time.

  1. From AR/Cash, select Enter and edit transactions> Sales transactions to open the Enter and edit sales transactions window.
  2. Click Open.
  3. Enter a value into one of the first three data entry fields - Date, Transaction number, or Id - and press Enter.
    • If iMIS finds your record, then iMIS opens the record in display mode.
    • If iMIS finds multiple transactions matching your criteria such as date or ID, it returns a list of potential matches. Double-click on the desired line to open the record in the display mode.
  4. Click Edit.
  5. Make the necessary changes.
  6. Click Save.

See Also

Entering and Editing Sales Transactions

Enter and edit sales transactions window

To record sales transactions

Deciding to use a simple order entry or a sales transaction


ASI logo 10.6 Production Release. Updated 1/19/2006 12:47:37 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.