Posting Debit Memo
When you click the Post button, VisionCore will update your General Ledger with the data from the selected Debit Memo form. Once the Debit Memo transaction is posted, you will not be able to alter the information for that transaction. This prevents a transaction from inadvertently being changed after it has been posted. You will still be able to select most of the fields in the Debit Memo form but you will not be able to change any of the data.
You can click the Recap button at the top of the form to display a preview form of what will be entered in your General Ledger when you post the Debit Memo.
Under certain circumstances you may not be able to post a Debit Memo transaction due to a variety of reasons listed below.
If you have closed your periods in the Fiscal Year Periods form, past the date of the transaction you are trying to Post, VisionCore will not allow the transaction to be Posted. You must make sure all transactions have been completed and posted before you close your periods. You can check the Reminder List to view a list of unposted transactions.
The Post Debit Memo permission check box is disabled in the Security form, Form Permission Tab.
You will also notice that once you have posted the Debit Memo form, the Post button label will now read Unpost. This gives you the option to Unpost the Posted transaction in case you need to make a change.