Editing

A Planned or Confirmed transaction through the Transaction List <TL> screen may be edited as follows:

1. Select the transaction to be edited, using the same method as in the section on 'Viewing'.
2. Click on View [F4]. The original source transaction will appear.
3. Edit [F2], and alter data as required. Lines can added or deleted.
4. Once editing is complete and correct, click on Process [F9], and select appropriate processing option.
   • Process, and Complete Immediately. The transaction will be unable to be edited.
   • Process and do not Complete Immediately. The transaction will be able to be edited by creating a version of the transaction.
   • Hold. The transaction will be held in a planned state, and will be able to be edited.
   • Delete.
5. OK [F9]
6. Close [Esc]