Sage 200 UKI Ideas Portal
We have a requirement to be able to reverse the allocation for a given sales ledger transaction. For example, we could have a receipt allocated to 3 invoices and we need to be able to remove the allocation such that the invoices become outstanding again.
Alternatively, be able to reverse the receipt which will also remove the allocation data.
| Idea Benefit | We can offer rejection functionality within our online direct debit module |
| How do you solve for this problem today? | We can't. There is no alternative solution other than manually processing reversals within Sage Standard. |
| Product Variant | Sage 200 Standard |
You can do this - go to Sales Ledger > Adjust Transactions > Amend Allocations
Select the transaction that is included in the allocation and press 'Edit' then 'Reverse Debit and Credit' and save, then all items will show as open again.