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- Account: This field offers a drop-down menu of all fisherman to limit the delivery tickets shown to those that are connected to the selected account.
- Action: This field offers the options of Void and Correct from a drop-down menu. Select “Correct”.
- Date From: This field defaults to the date a year prior to today’s date and determines the earliest delivery tickets shown.
- Date To: This field defaults to today’s date and determines the latest delivery tickets shown.
- GL Accrual Date: This field defaults to today’s date and determines the date the changes will affect the general ledger.
- Transaction: This field displays a blank text box for the user to search for a specific transaction.
- Transaction Type: This field defaults to Delivery Ticket and offers no other options.
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Once all desired data has been entered into the header fields, select Refresh Data on the header toolbar. This will open a list view in the Void/Correct Grid View of all applicable delivery tickets within the entered criteria. The list view will contain the following columns: select, Account ID, Account Name, Transaction, Amount, Trans Date, GL Date, GL Accrual Date, and Permit Holder.
Within the list view, select the check box corresponding to the line item(s) to correct and click Process in the header toolbar.
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