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Allow Deal Editing

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Accounting > General Ledger > Post Vehicle Sales

Also see Un-Close a Deal vs. Editing a Deal.

Inside the primary Grid:

  1. Filter / Sort for the Posted Deal.

  2. Select the Deal Information tab.

  3. Click on the [Allow Edit] button.

  4. Confirm that you want to Edit the deal.

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

     

Within the Deal:

  1. Click the [Edit] button in the Action Ribbon.

  2. Edit the deal as needed.

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

     

In the Post Vehicle Sales screen:

  1. Click on the [Prevent Edit] button.

  2. Confirm that you want to prevent editing.

  3. Notify your Accounting department of the change.

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