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UNOSOF MANUAL
User Guidelines EN
User Guidelines EN
  • UNOSOF MANUAL
  • TAXONOMY DEFINITIONS
    • Products
      • Species
      • Varieties
      • Non-Real Varieties
    • Bunches
      • Solid Bunches
      • Rainbows
      • Bouquets
    • Boxes
      • Solid Boxes
      • Mixed / Assorted Boxes
      • Bouquet Boxes
      • Consumer Box
    • Product Definitions
      • Farm Products
      • Importer
    • Floricode
      • Floricode Schema
        • f_products
        • f_genus
    • Farm Workflow
    • Cultivation Management
    • Additional sources
  • Accounting
    • Account Transactions
      • Make Deposits
        • Commission Management
      • Retention
      • View Deposits
        • Move Unapplied Deposit Values
    • Accounting Administration
      • Company Info
      • Account info
      • Inventory Info
      • Holland Info
      • Sales Info
      • Consumer Invoices
      • Statements
      • Truck Invoices
      • Bouqueteria
      • Remote
      • Provides IDs
      • Bruto Variables
      • Sales Definitions
      • Flor de Baja
      • Alianza API
      • Projections
    • SRI Electronic Transfer
      • Invoices / Guia / Credits / Debits
        • SRI Generate/Sign/Send
        • Pre-Authorization Modifications
        • AWB Weights
        • Zip SRI Invoices
        • Email SRI Invoices
        • Invoices Used Outside UNOSOF
        • Unused (Skipped) Invoices
        • SRI Report (Check Post vs. Generated)
      • SRI Cases
      • SRI Status Comprobation
      • SRI Documents Annulment
      • SRI Blocking Messages
    • Workforce Managment
      • Manage Employees
      • Manage Departments
      • Daily Timecard
    • Accounts Management
      • Chart of Accounts
      • Manage Accounts
  • Customers
    • Customer Info
      • Customer Account Overview
        • Statement PDF Formats
        • Set Default Statements Message
      • Manage Customers
        • View Customers
        • Create a customer
          • Customer Form // Customer Info Tab
          • Customer Form // Contact Info Tab
          • Customer Form //Addresses
          • Customer Form // Accounting Tab
          • Customer Form Invoicing
          • Coface
          • Api Providers
          • Refresh Billing Customer Table and Customer Credit
        • Manage Customer Tips
      • Manage Markets
    • Customer Service
      • Email Multiple Invoices
      • Search Invoices
      • Rollback Customer Invoice
      • Send Statements
      • Manage Invoice Footers
      • Customer Credits
    • Fair Trade Management
      • Reporting
      • Invoice Format
      • Recommendations
  • Sales
    • Search Purchase Orders
      • Mass Change PO Date
      • PO's Color Codes
      • Minimum Pricing Check
      • Create PO Page Group
      • Priority Packing // Box Confirmation
      • Mass Swap Module
    • Purchase Order
      • Sales Practical Tips
      • Create a Purchase Order (V-next
        • Edit Boxes
      • Create a Purchase Order
        • Edit Boxes
        • Move boxes
        • Delete Purchase Orders
        • Box Labels
    • Invoice Purchase Order
      • Invoice Cases
    • Availability Builder
      • Create New Dispo
      • Modify pricing and box #
      • View Dispo
      • Send or Post Dispo
    • Standing Orders
      • Create Standing Orders
      • Modify Standing Orders
    • Supermarket Order Generation
    • Returned Boxes
    • Customer Mass Invoice
    • Mass Rollback Orders
    • Transfer PO
    • MIAMI
      • Delete boxes in MIAMI application
  • Pricing
    • Upload Customer Pricing
    • Upload Minimum Pricing
    • Incoterm Pricing
  • Exportations
    • LAG Integrations
    • Airway Bills
      • Commercial and Customer Invoice Mass Print Options
        • Exportation documents for Colombia
        • Exportation Documents Ethipia
    • O.E / DAE
    • Incoterms
      • Incoterm Freight By Box
    • Drivers
    • Manage Boxes
    • Cargo Agencies
    • Truck Companies
    • Truck Invoice
  • Dashboards
    • Sales Dashboard
  • Post Harvest
    • Station 1: Harvest Receiving
      • View Post Harvest Receiving
      • Field Plan Cutter Management
    • Station 2: Inventory Packing
      • View Inventory Packing List
      • Consumer Bunches
        • Generate Consumer Bunches
        • View Consumer Bunches
        • Assign Consumer Bunches
    • Station 3: Inventory Shipping
      • Scan Bunches into a Box
      • Auto-Pack Function
      • Unpack Boxes
      • Mass Print Box Labels
      • Bouquet Station 3
    • Station 4: Weight & Boxtype
    • Station 5: Truck Invoice
      • Return Box Module
    • Defections: Flor National
  • Inventory
    • Inventory Variables
    • View Inventory
      • Reading the Inventory
    • Future Availability
      • Projections
      • Future Availability Management Settings
      • Future Availability Sheets
      • Future Availability Reports
    • Inventory Management
      • Inventory Shoot
      • Inventory Prefrío Shoot
    • Inventory Packaging Boxes Scan
    • Manage Transfers Bunches
    • Manage Transfers Mallas
    • Mixed Box Management
      • Mix Box Management // create mix box
      • Mix Box Management // Recipe Management
      • Mix Box Management // S3 - Mix Box packing
      • Mix Box Management // Fix Problems
    • Exit Inventory
      • View Inventory Exits
    • Reprocess Inventory
      • Flor de Baja management
      • Manage Reprocess Inventory
      • S2 Process Downgraded Inventory
      • Report Reprocessing Inventory
    • Inventory Priority
      • Inventory Priority List
      • Priority Management
    • Post Harvest Practical Tips:
    • Box Inventory
    • Inventory Hotroom
      • Manage Hotroom
      • Hotroom Entrance
      • Hotroom Exit
  • Remote Inventory Management
  • Purchases
    • Purchases
  • Production
    • Production Management
      • Manage Products
        • Create SKU's GYP
        • Manage Product Api Mappings
    • Production Data
      • Double Life Cycle Bunches
      • Product Inventory Life
      • Daily Input Page
  • Bouquetteria
    • Bouquet Product Management
  • Reports
    • Reports
    • Production reports
    • Warehouse Reports
    • Accounting Reports
      • Customer Behaviour
      • Last Payment / Balance
      • Customer Account Review (Method)
      • Compare Reports for Multi-App Companies
        • Accounting Cases / Compare Reports for Deposits
        • Accounting cases / Compare Invoices
  • SITE MANAGER
    • Manage Locations
      • Create a New Warehouse
      • Maintain the Field Plan
      • Mass Edit Beds with Excel
    • Users
    • Users Permissions
    • Select Options
  • System Administration
    • Properties
    • Synch data
  • Vendors
    • Vendors
    • Manage Vendors
    • Requisition of Material
      • Search Purchase Requests
    • Vendor Purchase Orders
      • Search Vendor Orders
    • Order Receiving
      • View Order Receiving
    • Consignment
      • Consignment Cases
  • Alianza Logistik
    • Alianza Logistika API
    • Alianza Box Label Configuration
  • Integrations (API)
    • FreshPortal
    • Migros
    • UNOSOF API's
    • Accounting Migration Files
      • Venture
    • Cut Flower Trader (CFT)
      • Inventory Posting
      • Order Creation
    • Delaware Valley
    • Komet Sales
      • Integration Requirements
      • Load Orders from Komet to Unosof
      • Upload Stand Alone Orders | Open Market Box Inventory
      • Sunburst Farms Integration
      • Upload Bunch Inventory to Komet
    • FTD
    • Blumen Gali
    • Shopify
  • Hardware & Network & Infrastructure
    • How to Setup - PRINTER
    • How to Setup - Scale
    • Hardware Requirements
    • Network & Infrastructure Requirements
    • Tips, Optimize Network & Infrastructure.
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On this page
  • Rollback a Customer Invoice
  • Rollback an Invoice linked to a Trading Company
  • Rollback Blocking

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  1. Customers
  2. Customer Service

Rollback Customer Invoice

This modules eliminates a PO's invoice with the purpose of correcting or eliminating an issue of any matter.

PreviousSearch InvoicesNextSend Statements

Last updated 2 years ago

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Rollback a Customer Invoice

From this page, it is possible to search an existing Invoice and Roll it back:

Home / Customers / Customer Service / Rollback Customer Invoice:

Enter the invoice number in the blank field and hit the Submit Button.

The page displays the invoice details such as invoice date and number, customer, invoice amount, etc. Use this information to confirm if it is the correct invoice to rollback.

In the Reason box, type in the reason of doing the rollback. This reason is important for future reporting,

The clear AWB column displays the following menu and select the desired option.

  • Keep AWB: To maintain in the invoice details the current Airway Bill.

  • Clear AWB: To remove the Airway Bill linked currently to te invoice.

Click on the Rollback Invoice button to confirm.

Rollback Button blocked? Check: Rollback Blocking section on this page.

Rollback an Invoice linked to a Trading Company

This section of the manual applies for farms which structure include a trading application linked to the master application.

On the master application, enter the invoice number and click on the Submit Button to proceed with the rollback.

The images below show "Alianza" as an example of a Trading Company.

The page shows you a message in red that the invoice exists in the trading company. Click on Rollback "Trading Name" (Highlighted in blue).

For this, you must first log in to the trading application and have the correct user permissions to access.

The invoice number of the trading company will automatically appear in the blank field.

Please type in a reason that justifies the Rollback and click on the Rollback Invoice Button to proceed.

After doing the rollback in the trading company, go back to the master application and click on Delete Order Alianza (Highlighted in blue).

This will bring up the old PO page, where these two steps should be done:

1.Unpack the order 2.Delete the order completely from the trading company.

Go back to the Rollback page in Master level and rollback the master invoice.

Rollback Blocking

There are 4 reasons where a Rollback cannot be performed:

  1. If a deposit has been applied to the invoice. In order to rollback, delete the deposit (In the View Deposits).

2. A Credit or Debit Note has been applied to the invoice. In order to rollback, delete the credit note (In View Customer Credit).

3. If the invoice has been authorized in the SRI (SRI INVOICE). In order to rollback, cancel or eliminate the invoice in the SRI and once it is cancelled contact the Unosof support team to make an annulation in the SRI database inside your Unosof application.

These requirements must be sent by email to Unosof, with the proper PO and the SRI invoice number.

4. If the invoice dates before the Blocking Date. To rollback, open the blocking date (In Accounting Administration)

Rollback Reason Field
Rollback Clear AWB Field
Rollback Invoice in Trading Application
Rollback blocking due to Deposit
Rollback Blocking due to Credit Note
Rollback blocking due to Blocking Date
Accounting Admin / Account Info - Blocking Date
https://farm.unosof.com/index.cfm?event=Customers.RollbackInvoice
Rollback Customer Invoice Page
Rollback invoice linked to a trading company
Rollback Invoice in Trading Application
Delete order in Trading Application
Rollback blocking due to SRI invoice