Red Dates in pre/posting that need to be modified or deleted.
Dates that are RED in pre- posting/ post transactions that are outside of the current module date. These can be cause by routes reuploading or advanced communications restarting the service and pushing old items into your RMA. You will need to identify if these red dates are payments, invoices, or equipment movements. Once you identify the type of posting item is red you will be able to clear out these items.
Resolution
Identify if Red Dates are Invoices, Payments, or Equipment Transfers
By navigating to Transactions> Pre/Post Transactions select one of the following
- Invoice Transactions
- Payment Transactions
- Equipment Movement
Select the Blue Checkmark, if the red date exists for one of those transaction types you will have identified the transaction that needs to be deleted.
In the example below we have identified that the red date is caused by an invoice transaction.
To delete Invoices one by one navigate to Transactions> Invoices and Adjustments browse for all invoices dated for the RED date.
If it s one single invoice select that invoice and select the trash can icon to delete. Once it is deleted the record will turn red. If you need to modify the invoice to post it select the pencil icon and select the date field and enter a date within the current period.
If there are multiple invoices for routes that are dated with the red date navigate to Routes>Utilities> Delete Route. This will allow you to delete old invoices/payments in bulk
If the red date shows on this screen you can select the route with the proper date and delete it. Then the date should no longer show in posting.
To delete Payment Transactions navigate to Transactions> Payments> Local Payments> Mail Payments browse for all payments dated for the RED date.
If it s one single payment, select that payment and select the trash can icon to delete. Once it is deleted the record will turn red. If you need to modify the payment date to post it select the pencil icon and select the date field and enter a date within the current period.
To find Equipment Transfers that need to be deleted navigate to Modules> Equipment Processing> Equipment Transfers
Search for any transaction date that is the same as the RED date. Then either change the transaction date to a date within the current period or delete the record by selecting the trash can.
Once the transaction has been deleted the record will turn red.
If you are unable to identify the red date, or cannot clear out the date please contact support at support@advantagers.com or (209)632-1122