Reverse a Transaction

If you have QuickRecall on your system, you can create a transaction reversal (also called a "post-void”) to correct a mistake in POS. For example, if a transaction was created for the wrong account, use a reversal to correct it.

Note that this feature should not be used for creating a merchandise return. Use Credit memos for that purpose.  

Option 8945 "Disallow Transaction Reversal on a transaction over this # of days old” and security bit 740 "(MO) Ability to do a transaction reversal on an older transaction” allow you to control the ability to reverse an older transaction. Click here for more information.

Security bit 878 "(MO) Ability to do a transaction reversal more than once" allows you to regulate whether a given transaction reversal can be repeated. At POS, if a transaction has already been reversed, the system displays the message “This transaction has already been reversed at least once. Continue? Yes/No” If bit 878 is Yes, POS continues with the reversal.  If bit 878 is No, a manager override is required to continue.

• If you reverse a transaction containing a bill of materials (BOM), the system reverses the quantity on hand for both the BOM Header SKU and the components (assuming the BOM has been invoiced).

• Returns Validation users: The system determines which invoices to post the reversal against based on the option Return Validation Posting RuleThis option defines the rule the system uses when pre-selecting the invoices a return should be posted against. This is necessary for the situation where there are multiple invoices eligible for returns.
  Post Oldest Date First
  Post Newest Date First
  Post Highest Price Paid First
  Post Lowest Price Paid First (ID# 8308). If a clerk has security bit 768 "(M/O) Allow return if no returnable purchases exist?" the system creates the reversal, but no warning displays if there is no quantity to return against. If a clerk does NOT have security bit 768, the system displays a warning that there is no quantity to return against, AND a manager's override is required to proceed.

To reverse a transaction

1. In the Item (SKU) box, press menu.

2. On the No Sale Menu dialog box, press R (reverse transaction).

3. In the Transaction Number box, type the invoice number of the transaction you want to reverse.

4. Press enter. The transaction displays on the screen.

5. Verify that this is the correct transaction that you want to reverse.

6. Press Total (Kpad+). In the Refund Total dialog, fill in the amount in the correct tender type and press Enter.

See Also:  No Sale Menu