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Omnia
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Evolution
To correct documents already created, it is possible to use the reversal/credit and, this way, create correction documents, specifying the reversal/credit reason.
Document's reversal/credit
The reversal/credit consists on the creation of a document of contrary nature to what you wish to correct, by representing a way of correcting documents already created, since it is not possible to delete them.
To perform the reversal/credit of several documents, follow these steps:
- Access [Marketing & Sales / Purchases] | [Sales / Purchases] | Reversal. Alternatively, you can edit the document being corrected and select the context option Reversal;
- Select the Document and the Entity referring to the document to reverse/credit; Note: When accessing this window, from the edition of the document being corrected, these fields should already be selected;
- Redefine the search interval, if necessary;
- Click Update;
- Define the document date and the insertion date;
- Fill in the observations with information useful to the operation (optional);
- Select the documents being reversed;
- Define the reason for each document being reversed;
- Double click on the document row and on the presented grid, it is possible to change the desired value;
- Click Confirm;
- Finally, click Save.
Note: The following table presents the data that you can change:
| Column | Description |
| Sel. | When activating this option, the row is selected for reversal, allowing a partial reversal. When the column "Reason" is filled in, this option is automatically activated. |
| Qty. Rev./Cred. | This value can be changed if you do not want to reverse/credit the entire quantity. |
| Reason | You can define a different reason per row. If you do not set a reason, the row will not be reversed. |
| Stock Mov. Dt. | Date used to carry out the stock movement. |
| Hour | Time used to carry out the stock movement. |
Reasons for Reversal/Credit
If the selected reason has the option Create New Document active, on the "Reasons for Reversal/Credit" table, it is possible to generate a new document consisting by rows defined with this reason.
On the other hand, the option Move registered quantities by the source documents allows you to reverse the quantities in the document reversal operation with connection to stocks that have been created from the transformation/conversion of other documents.
After this operation, the reverse/credit documents and the original ones are blocked for editing.
If the original document's series and the series of the document to be created in the reversal have different configurations in terms of VAT, the system displays a warning message. You choose whether to continue or not with the reversal operation. If it continues, the system will ensure that the total of the document created in the reversal is equal to the original document total.This type of reversal is only available for item rows that are configured with Transformation by Value handling.