Correcting Report Errors
Use the call Status field to cancel a call if you have not opened any reports. You can also cancel or close individual lines on the call and continue processing the other lines. If reports exist, the call cannot be canceled.
Note: Cancel status is defined in Call Management Control.
You cannot delete a call report opened by mistake. However, you can change its status to Closed if you have not recorded detail for the line. If you have recorded detail, delete each line of detail, then close the report.
If you have issued inventory or processed labor/expense transactions, you cannot delete the detail. You can adjust the price to prevent billing for the issued amounts or issue a credit memo if billing has already occurred.
To remove the cost of labor, expenses, or items issued by mistake, follow this process:
1 Enter a new operation for recording the correction in the Labor/Expenses or Item Usage frames.
2 For labor and expenses, enter a negative value in the Quantity field. For items, enter a negative quantity in the Qty Used field.
3 Process the new line to create reversing GL and inventory transactions.
Processing a correction has the following effects:
• For items, the system executes an inventory transaction to increase inventory at the site and location specified.
• The cost of the reversed item, labor, or expense is removed from the call record, so that margins and costs display correctly in Call Invoice Recording.
Note: The system prevents you from entering a negative quantity when you are executing a swap. A swap occurs when the item being issued is the same as the item on the call line and you respond Yes that this is a swap.