<< Click to Display Table of Contents >> Navigation:  Customers > C-3 Sales of Receivables > Mass Undo Sales of Receivables

If a group of Receivables is sold and afterward a mistake is discovered - such as they were sold on the wrong date or sold to the wrong company - Frazer has an easy and convenient way to undo all sales in the group rather than have to undo sales one at a time.

 

To access this screen, navigate to Customers > 3 - Sales of Receivables and look for the "Undo Sales of Receivables..." button.

 

Click on the screen for more information about each section.

 

 

 

 

Let’s go through the options available on this window:

 

Groups

List of previous bulk Sales. Select a sale to see a listing of all of the customer's sold in that particular bulk sale.

 

Delete or Reverse

There is an option either to delete or reverse the group of sales. The main difference is reversing the sale will leave a record - in the original account’s transaction history - that the receivable was sold at one point. Choosing to delete the sale will revert things to how they were before the sale was made. (If “reverse” is chosen, the option to enter the date of the reversal will be enabled.) In most cases, it is preferable to simply delete the sales rather than reverse them.

 

What to Delete

There is the option either to delete group of sales selected from the list of groups, or to delete all groups of sales within a given date range. (Once “Date Range of Groups” is selected you will be able to enter a beginning and ending date for the groups to display.)

 

Issues

If there is a reason a sale is not able to be deleted or reversed automatically it will be displayed in the “issue” column. If there are many sales selected to be deleted or reversed, Frazer has a quick,simple report that will tell you if any sales are unable to be undone automatically.

 

Miscellaneous  Information

There are options to restrict the listed accounts to a specific company and also to add any sales that are removed back to the list of accounts to be sold in the next sale of receivables.

 

Date Range

Delete multiple "bulk sales" by entering a beginning and ending date.

 

Add deleted sales to the list of accounts to be sold.

Checking this box will push the previously sold sales into the Sales of Receivables List.

 

Undo Sales

Once you  click the “Undo Sales” button, Frazer will either remove all sales in the selected group of sales or remove all sales in the displayed groups of sales - depending on your “What to Delete” selection. It’s that easy.