Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Document Overrider in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Document Overrider in the reference.
Setup task
What this does
Document Overrider is an admin tool to correct properties on documents that are already posted, such as a wrong date, serial, location or project, without unwinding the whole document.
Open Document Overrider
Go to Menu > Settings > Administrative > Document Overrider.
What it can change
For a posted document you can adjust things like its serial, date, location, project, reversal date, and for finance documents the ledger. It works across sales, purchase, finance, fixed asset, payroll and production documents.
Use with care. This changes finalised records, so it is an admin-only tool for genuine corrections. Make sure you understand the effect before you override, and keep it to the people who should hold that responsibility.
Related
- Import and export your data
- Review & post documents (Posting Review)