Rolling Back Posted Line Items in the Folio

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:06 PM by Alex Savchuk

  • Go to the reservation folio
  • The line items with the symbol  posted.PNG , are the posted line items

 

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  • posted.PNG Is also the symbol of the captured transaction, but we can rollback only the line items with Ledger Accounts, not the transactions
  • To void the posted line item, we need to roll back the status of the line item as pending clock.PNG.
  • Click on the blue hyperlink on the folio, “Item description” window will appear

 

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  • Click on “Rollback Status”, and click continue

 

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  • It will take you back to the folio with the line item status as pending clock.PNG, e.g.
  • In case, you want to void the line item, either you can void the line item, after it takes you to the folio, or,
  • In the “Item detail” window, after clicking on “Rollback Status”, click on “Void”, put notes in the “Notes” tab, and click Continue.
  • After making the changes in the folio, select SAVE.

 

 

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