How to Edit a Posted Deal in Post Vehicle Sales

Use the steps below to unlock, edit, and re-lock a posted vehicle sales deal. This process temporarily allows changes to a finalized deal and should be followed by notifying your Accounting team.

Accounting > General Ledger > Post Vehicle Sales

1. Filter / Sort for the Posted Deal.

2. Select the Deal Information tab.

3. Click the [Allow Edit] button.

4. Confirm that you want to Edit the deal.

5. Click on the [Deal] Icon in the Action Ribbon.

6. In the Deal, click the [Edit] button in the Action Ribbon.

7. Make the necessary changes to the deal (e.g., financial figures, trade-in details, or customer information).

8. Click the [Save] button in the Action Ribbon.

   Note: Saving the deal does not automatically re-post it to the General Ledger. Proceed to the next step to lock the deal, then coordinate with your Accounting team to re-post if required.

9. In the Post Vehicle Sales screen, click on the [Prevent Edit] button.

10. Confirm that you want to prevent editing.

11. Contact your Accounting team to inform them of the change and confirm whether the deal needs to be re-posted to the General Ledger.

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