Supplier Claims
Correcting a claim
Correct units recorded as leaving, put back units reported as gone, or delete a claim raised by mistake. Corrections keep their original date.
Claims record movements of real stock and real money, so most cannot simply be edited. What you can do depends on how far the claim has got.
Correct the number of units that left
If you typed the wrong quantity when units left, or sent back more or fewer than you recorded, you can correct the exit.
The Correct units that left stock dialog lists every exit of the product with its date and note: releases of held units, and the exit written when a claim was opened as gone.
- Open the claim's actions menu and choose Correct units that left. In a claim of several products, choose which product first.
- Change Units that left and choose Save, or choose Undo exit to take that exit back altogether.
How corrections affect a claim
On a claim that held the units in your warehouse, undone units go back on hold for the claim. You can also raise the quantity of an exit, up to what the claim holds.
On a claim whose units left when you opened it, undone units go back into stock and the claim shrinks by the same units. The supplier owes nothing for units that never left. This is also how you put back units you reported as gone by mistake without deleting the whole claim.
On a claim whose units left when it was opened, you can undo only what the supplier still owes. Units already replaced or written off stay claimed. For example, the button may read Undo 4 units, with You can undo at most 4: the others have already been replaced.
Undoing is refused while the linked replacement order still has more units to come than would then be owed. Reduce the quantity on the order first.
If you undo every unit before anything was replaced or written off, the claim closes as Withdrawn. If everything still claimed has already been replaced, it closes as Settled.
On a claim that held its units, Correct units that left is greyed out once a replacement has arrived for it. On any claim, it is no longer offered once the claim is closed.
Correction dates and locked financial years
A correction keeps the date the exit was originally recorded on and applies from that day. A release cannot be backdated, so removing one and entering it again would stamp it with today. Because a hold is worked out per date, the days in between would then report those units as still held, changing your inventory value for months that may already be closed.
Corrections respect locked financial years. Anything that would move stock or value in a year you have locked is refused, including correcting an exit dated in that year.
Deleting a claim raised by mistake
A claim that should never have existed, such as one for the wrong product or the wrong quantity, can be deleted from its actions menu if it meets the conditions below. Choose Delete product to remove one product of several, or Delete claim to remove them all.
Deleting is offered on a claim whose units have left, whether when it was opened or through later releases of every held unit. It is also offered on a claim holding units as long as nothing has happened to the hold: no units released, none recorded as already left, and no replacement order linked. See Delete a claim raised by mistake.
Once a replacement has been received against a claim, or anything has been received on its replacement order, the claim can no longer be deleted. The receipt has already priced stock at the claim's cost, and a delete cannot unpick that honestly. Short-close the claim instead if the supplier will send nothing more.