How do I fix a product booked into the wrong account?

How do I fix a product booked into the wrong account?

How to Change an Account Code for a Product in Clarus WMS

If a product has been incorrectly booked into an account in Clarus WMS, you have two options to correct it: either revert the receipt status or use an Account Transfer. This guide explains both methods.



Step-by-Step Guide

Option 1: Revert the Receipt Status

1. Unconfirm Lines

Go to the Putaway and Receive tabs and unconfirm each line. This will change the status from ""Completed"" to ""Received.""

2. Click the Revert Button

At the top of the screen, click the Revert button. The receipt status will then change back to ""Pending.""

3. Make Your Amendments

You can now change the following details: Account, Warehouse, Goods-in (GI) type, Supplier, Carrier, Goods-in bay, and Product lines.

REMEMBER: Any changes made will require you to manually adjust the charges for the correct account.


Option 2: Use an Account Transfer

1. Go to the Stock Screen

If the items have been in stock for some time, use the Account Transfer option from the stock screen.

2. Create and Delete Charges Manually

WARNING: This method does not automatically update charges. You will need to manually create and delete charges.



FAQs

What happens if I don't unconfirm the lines?

You will not be able to revert the receipt status back to ""Pending"" and make the necessary changes.

Can I change details after the product is received?

Yes, you can do this by reverting the receipt status or performing an account transfer.

Will the charges update automatically?

No, you must manually adjust the charges when making amendments or performing an account transfer.

Can I change the product lines as well?

Yes, you can also amend the product lines during this process.

What if I use the wrong GI type or carrier?

You can change these details by reverting the receipt status and updating the information.


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