Back Office > Terminal Sales > Search Transactions > Tools > Date Shift

Description

This feature is used to correct any transactions that have been processed for an incorrect date/time period. This maybe as a result of a computer losing its clock settings or having the date incorrectly set. This will mean that any transactions processed during that time will potentially have an incorrect date. When selected this feature will correct the date for all transactions that are currently displayed in the grid of the Search Transactions screen. It is therefore important to ensure that only those transactions that need to have their date corrected are displayed.

To Be Considered

1. Access to this feature can be managed via Clerk Security Settings.

Pre-Requsites

1. WARNING - This feature does NOT make any changes to Stock On Hand (SOH) levels (It does NOT return the Product quantities date shifted into SOH). This means that if sales are moved (date shifted) to a previous Trading Period, the Period Location Summary report will no longer balance, as a result of the sales (that were date shifted) not being in the current Stock Trading Period. It is recommended that this feature only be used in extreme circumstances and to only date shift transactions to a date within the current Stock Trading Period.
   Also, if for example, sales were date shifted back 10 years and then a Resend of Sales is done from the SwiftPOS Touch Terminals, then Resend Sales will decrement the SOH levels a 2nd time and will appear in the Back Office as totally new sales.  Under normal circumstances (ie. when a date shift has NOT occurred), a Resend of Sales from the SwiftPOS Touch Terminals will NOT result in SOH levels being decremented again. This is because they already exist in the Back Office, and are ignored by Sales Processing.
2. Ensure that a backup is made of the SwiftPOS database prior to running the Date Shift feature.
3. Prior to running this feature, make sure that only those transactions that need to have their date corrected, appear in the grid of the Search Transactions screen. Use the Search Filters to refine the search. If, for example, only one transaction needs to be corrected then use the Receipt number of the transaction to refine the search down to one.

Operation

1. In SwiftPOS Back Office > Terminal Sales > Search Transactions - Select the Date Shift option.
   If the Top # Filter is selected, the following prompt will be displayed.
    

2. Make sure the Top # Filter is NOT selected.
    
3. Still in Search Transactions screen, use the Search Filters to ensure that only those transactions that need to have their Date Shifted are displayed.

4. Select Yes to open the Date Shift Transactions screen.
    

5. Select OK to display the Confirm Date Shifting screen. Otherwise select Cancel to exit without Date Shifting.

6. Select Yes to continue. Once the Date Shift feature has completed successfully the following confirmation prompt will be displayed.
    

7. Select OK.

Related Topics

1. Sales