How to Reverse an Allocated Transaction in SFM

When a transaction is Allocated, a reversal cannot be done unless the entry is fully De-Allocated.

To reverse an allocated transaction in Client or Supplier Maintenance, follow these steps below:

1. Go on the Client or Supplier List.
2. Select the Client or Supplier.
   
3. Click on the Transactions Details tab (on top).
   
4. Highlight the Transaction which needs a reversal.
   
5. Click on the Allocations tab (on top).
   
6. Click on the De-Allocate button  .  (After the de-allocation, the system will redirect to the Transactions tab.)
   
7. Re-select the now de-allocated transaction and press the Reverse Entry button .
   

The transaction should now be reversed.

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Related:

How to Restore an Archived Sales/Purchases Transaction to the Current Year

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