Correction Wizards - Revision history

Optiwiki at 10:52, 17 May 2023

2023-05-17T10:52:38Z

Optiwiki at 10:51, 17 May 2023

2023-05-17T10:51:49Z

Optiwiki: /* Main Screen */

2023-05-17T10:50:35Z

‎Main Screen

Optiwiki: /* Main Screen */

2023-05-17T10:50:08Z

‎Main Screen

Optiwiki at 10:47, 17 May 2023

2023-05-17T10:47:33Z

Optiwiki at 10:43, 17 May 2023

2023-05-17T10:43:22Z

Optiwiki: /* Balance Write Off */

2023-05-17T10:37:42Z

‎Balance Write Off

Optiwiki: /* Transaction Selection */

2023-05-17T10:35:35Z

‎Transaction Selection

Optiwiki: /* Payment Adjustment */

2023-05-17T10:34:30Z

‎Payment Adjustment

Optiwiki: /* Payment Selection */

2023-05-17T10:33:35Z

‎Payment Selection

← Older revision		Revision as of 10:52, 17 May 2023
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−	~~== THIS PAGE IS CURRENTLY UNDER CONSTRUCTION ==~~
	The Correction Wizards have been designed to walk you through the different variations of a Refund, step by step.		The Correction Wizards have been designed to walk you through the different variations of a Refund, step by step.

@@ Line 28: / Line 28: @@
 ===Payment Selection===
 On this tab you are required to select the payment that you want to return. Simply select it from the available list and then either double click or use the arrow buttons to move it into the lower grid.
 <center>[[image:ReturnPaymentsTab1.png|border|707px]]</center>
 Then click Next.
@@ Line 35: / Line 37: @@
 ===Payment Adjustment===
 The Payment Adjustment tab allows you to alter the Payment Type and the value of what you are returning. Use the buttons on the left to change the payment type and amounts as necessary.
 <center>[[image:ReturnPaymentsTab2.png|border|707px]]</center>
 When ready, click Next.
@@ Line 42: / Line 46: @@
 ===Reason and Confirmation===
 Here you are required to enter a reason for the refund of the selected Payments. Once this is done, you can then choose from the usual confirmation options to complete the wizard.
 <center>[[image:ReturnPaymentsTab3.png|border|707px]]</center>
 ==Cancel Items==
@@ Line 50: / Line 56: @@
 ===Item Selection===
 On this tab you are required to select the product that you want to cancel. Select it from the available list and then either double click or use the arrow buttons to move it into the lower grid.
 <center>[[image:CancelItemsTab1.png|border|707px]]</center>
 Then click Next.
@@ Line 57: / Line 65: @@
 ===Quantity Adjustment===
 The Quantity Adjustment tab allows you to alter the quantity and the value of what you are returning. Simply type over the amounts as necessary.
 <center>[[image:CancelItemsTab2.png|border|707px]]</center>
 When ready, click Next.
@@ Line 64: / Line 74: @@
 ===Reason and Confirmation===
 Here you are required to enter a reason for the cancellation of the selected Products. Once this is done, you can then choose from the usual confirmation options to complete the wizard.
 <center>[[image:CancelItemsTab3.png|border|707px]]</center>
 ==Return for Refunds==
@@ Line 72: / Line 84: @@
 ===Item Selection===
 On this tab you are required to select the product that you want to cancel. Select it from the available list and then either double click or use the arrow buttons to move it into the lower grid.
 <center>[[image:ReturnRefundsTab1.png|border|707px]]</center>
 Then click Next.
@@ Line 79: / Line 93: @@
 ===Quantity Adjustment===
 The Quantity Adjustment tab allows you to alter the quantity and the value of what you are returning. Simply type over the amounts as necessary.
 <center>[[image:ReturnRefundsTab2.png|border|707px]]</center>
 When ready, click Next.
@@ Line 86: / Line 102: @@
 ===Payment Selection===
 On this tab you are required to select the payment that you want to return. Select it from the available list and then either double click or use the arrow buttons to move it into the lower grid.
 <center>[[image:ReturnRefundsTab3.png|border|707px]]</center>
 Then click Next.
@@ Line 93: / Line 111: @@
 ===Payment Adjustment===
 The Payment Adjustment tab allows you to alter the Payment Type and the value of what you are returning. Using the buttons on the left, you will be able to change the payment type and amounts as necessary.
 <center>[[image:ReturnRefundsTab4.png|border|707px]]</center>
 When ready, click Next.
@@ Line 100: / Line 120: @@
 ===Refund Confirmation===
 Here you are required to enter a reason for the refund of the selected Products & Payments. Once this is done, you can then choose from the usual confirmation options to complete the wizard.
 <center>[[image:ReturnRefundsTab5.png|border|707px]]</center>
 ==Full Undo==
@@ Line 108: / Line 130: @@
 ===Transaction Selection===
 On this tab you are required to select the transaction that you want fully reverse. Select the required transaction from the available list click Next.
 <center>[[image:FullUndoTab1.png|border|707px]]</center>
 ===Refund Confirmation===
 Here you are required to enter a reason for the reversal of the selected Transaction. Once this is done, you can then choose from the usual confirmation options to complete the wizard.
 <center>[[image:FullUndoTab2.png|border|707px]]</center>
 ==Balance Write Off==
@@ Line 120: / Line 146: @@
 The Wizard will assume that you wish to write off the full outstanding amount. This can be changed as required, and a reason must also be entered.
 <center>[[image:BalanceWriteOff.png|border|707px]]</center>
 Click Confirm when ready to complete the wizard.
@@ Line 130: / Line 158: @@
 ===Transaction Selection===
 On this tab you are required to select the Petty Cash transaction that you want fully reverse. Select the required transaction from the available list click Next.
 <center>[[image:PettyCashTab1.png|border|707px]]</center>
 ===Petty Cash Reversal Confirmation===
 Here a reason for the reversal of the selected Transaction is required.
 <center>[[image:PettyCashTab2.png|border|707px]]</center>
 Once this is done, you can then choose from the usual confirmation options to complete the wizard.

@@ Line 9: / Line 9: @@
 ==Main Screen==
 The Main Screen displays the list of Wizards and a brief explanation of each.
 <center>[[image:CorrectionWiazradsMain2.png|border|707px]]</center>
 *Return Payments - Use when wanting to return or refund a payment.

@@ Line 10: / Line 10: @@
 The Main Screen displays the list of Wizards and a brief explanation of each.
-<center>[[image:CorrectionWiazradsMain.png|border|707px]]</center>
+<center>[[image:CorrectionWiazradsMain2.png|border|707px]]</center>
 *Return Payments - Use when wanting to return or refund a payment.

@@ Line 17: / Line 17: @@
 *Full Undo - Use when wanting to fully reverse a transaction.
 *Balance Write Off - Use when wanting to write off an outstanding balance.
 To begin, select the relevant wizard, or press Cancel to return to the Cash module.
@@ Line 123: / Line 124: @@
 ==Petty Cash Reversal==
 ===Transaction Selection===
 <center>[[image:PettyCashTab1.png|border|707px]]</center>
 ===Petty Cash Reversal Confirmation===
 <center>[[image:PettyCashTab2.png|border|707px]]</center>
 [[Cash|Back]]
 [[Optisoft.NET Help|Home]]

@@ Line 116: / Line 116: @@
 There may be a situation where you have an outstanding balance that is never going to be paid for. If this is the case, you can effectively Write Off that balance using this Wizard.
-Simply enter the amount of the outstanding balance that you wish to write off, and then enter a reason.
+The Wizard will assume that you wish to write off the full outstanding amount. This can be changed as required, and a reason must also be entered.
 <center>[[image:BalanceWriteOff.png|border|707px]]</center>