Reverse a Work Order Transaction
- Merlin Villela
- Kim Dyer
Owned by Merlin Villela
From time to time, a transaction will either be posted incorrectly or to the wrong line. When issues arise with the posting, whether it’s parts, labor, warranty or misc., the user can reverse the posting by using the “reverse” button.
From the Work Order Line page, under “Transactions”, see the previously posted units to confirm accuracy. At the far right you will see a reverse option with an arrow.
Any lines that need to be reversed, click on the arrow and select “Proceed” when prompted. The result will show a positive and negative posting, reversing the transaction off the line and back into inventory in the case of a part. When completed, the affected line will register as “Reversed”.
