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Preventing Deal Editing

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How do I prevent editing on a posted deal in Post Vehicle Sales?

To prevent editing on a posted deal, navigate to Accounting > General Ledger > Post Vehicle Sales, locate the deal using the Open for Edit master filter, select the Marked as Posted deal, and click the Prevent Edit button in the Deal Information tab.

Navigation: Accounting > General Ledger > Post Vehicle Sales

Before you begin: Both of the following conditions must be met before deal editing can be prevented:

  • The deal must first be Marked as Posted.
  • The Allow Edit button must have been selected. After this, the deal can be Marked as Posted or Marked as Un-posted.

How do you filter the primary grid to locate a deal?

  1. Filter/Sort the primary grid to locate the deal by changing the Master Filter to Open for Edit.
    • Both Marked as Posted and Unposted deals will be displayed under this filter once the Allow Edit button has been selected.
  2. Select the Marked as Posted deal by clicking on the corresponding line.

How do you prevent editing within the Post Vehicle Sales screen?

  1. Click the Prevent Edit button within the Deal Information tab.
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