Overview
The standard transaction edit screen allows users to modify common elements of a transaction. However, in certain limited scenarios, more advanced changes may be required. These can be made using the Full Edit button located at the top of the transaction edit screen.
⚠️ Important: Full Edit should only be used when explicitly instructed by Support or a relevant Knowledge Centre article. Unauthorised changes may result in data integrity issues and could incur costs to correct.
What is Full Transaction Edit?
Full Transaction Edit provides unrestricted access to modify transaction data. Unlike the standard edit screen, changes made here do not automatically update dependent fields. For example, changing the quantity will not recalculate the total price.
Due to the potential risks involved, this feature should only be used to make minimal and essential changes in exceptional circumstances.
🔒 Audit Logging: All access to the Full Edit screen—whether changes are made or not—is logged. Any modifications are also recorded for auditing purposes.
Navigating the Full Edit Screen
Once in the Full Edit mode, the screen is divided into two columns:
Left Column: Base transaction details (affects all items under the transaction)
Right Column: Individual item details
Each column has an Edit button at the top. You must click this button to enable editing for that section.
Steps to Make Changes:
Click Edit at the top of the relevant column.
Make the necessary changes.
Click Update to save your changes.
To exit Full Edit and return to the standard transaction edit screen, click Cancel in the top-right corner.
Best Practices
Only use Full Edit when absolutely necessary.
Always follow guidance from Support or official documentation.
Double-check changes to avoid unintended consequences.
Be aware that dependencies will not auto-update—manual adjustments may be required.