Rearrange Transaction
Rearrange Transaction renumbers documents of one kind (vendor invoices, customer invoices, payments, collections, inventory documents or general vouchers) for a financial year or one period, in order of posting date, and updates every place the old number was referred to.
What it is for
The new numbers come from the screen’s number range on Process Number Range, or from the journal’s own range where From Journal is ticked. Everything that carried the old number (lines, tax lines, ledger and clearing entries, linked inventory documents) is changed to the new one. There is no undo; run it on a copy first and keep a backup.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Transaction | The run’s number. | Required. |
| Transaction Date | The date of the run. | Required. |
| Process | Which documents: Vendor Invoice, Customer Invoice, Payment, Collection, Inventory or General Voucher. | Required. |
| Financial Year | The financial year. | Required. |
| Financial Period | One period of it, or empty for the whole year. | Optional. |
How to configure it
Nothing to configure beyond the fields above.
What it is connected to
- Month-end close - the month-end process for the ledger.
If something looks wrong
- Printed copies no longer match. Rearranging changes numbers already issued; reprint what was shared.