Reversing a Posted Deal

How to Reverse a Posted Vehicle Sales Deal

This article explains how to reverse a posted vehicle sales deal in the Post Vehicle Sales screen. Use the steps below to locate the deal, open the Deal Posting tab, and complete the batch reversal.

Accounting > General Ledger > Post Vehicle Sales

Note: You can only reverse a deal that has been posted and assigned a Batch number. This does not include deals that have been Marked as Posted.

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the posted deal.

2. Select the deal by clicking on the corresponding line.

In the Post Vehicle Sales Screen:

3. Click the Deal Posting tab.

4. Click the [Reverse Posting] button to open the Reverse Batch window.

5. Click the [Yes] button to the prompt: “Reverse all transaction in this Batch and post?”

6. Click either the [Edit] or [Start Over] button to the prompt: “Do you want to edit this batch or start all over?”

∟ Clicking the [Edit] button retains any changes made to the posting grid.

∟ Clicking the [Start Over] button removes all changes made to the posting grid.

Note: After clicking either Edit or Start Over, review the reversed batch entries in the posting grid before finalizing. Contact your system administrator if the reversal does not appear as expected.

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