Note: This feature requires at least one of the following modules licensed at your site:
● Chemical Inventory
● Form R Regulatory Reporting
● Tier II Regulatory Reporting
Edit a transaction when you need to change one or more of the following transaction details. Note that some details can be edited for transactions on all product types, while others cannot be edited for lot transactions.
● The following details can be edited for any transaction:
● Description: A helpful description of the transaction activity or measurement.
● Accounting Date: The date when the transaction was entered.
● The following details can be edited for SDS and part transactions only. For lot transactions, these details cannot be changed:
● Transaction Date / Effective Date Range: The date when the transaction occurred (for detail transactions) or the date range covered by the transaction (for summary transactions).
● Quantity: The quantity of product involved in or measured by the transaction.
● Transaction Type: The transaction type selected for the transaction. You can change this only to another transaction type of the same transaction group.
● Location: The site location where the transaction occurred. This can be changed to a different location or—if the transaction is not location-specific—cleared entirely.
To add or remove transaction attributes to/from a transaction, see Adding/Removing Transaction Attributes.
Note: Using the procedure below, you can change a single transaction's description, quantity, location, and/or transaction type. To perform these operations on multiple transactions simultaneously, see the following topics:
● Setting a Quantity and Unit of Measure for Transactions in a Collection
● Entering a Description for Transactions in a Collection
● Setting or Clearing the Location of Transactions in a Collection
● Setting a Transaction Type for Transactions in a Collection
To edit a transaction:
Starting at the Transaction Home page (How do I get there?), do the following:
1. Click the
Edit (
)
icon next to the transaction’s description.
The Transaction Editor page opens, showing the transaction details you can edit.
2. Make all desired changes to the transaction's details. (See above for details on each.) To change the transaction's recorded location:
● To select a new location: Click the link provided and select the new location from your site's location tree.
● To
clear the location: Click the remove (
) icon.
3. Click OK.
Your changes are saved. The product transaction history where this transaction appears is updated accordingly.
