Correct Data without Deleting History
Correct Data without Deleting History
Overview
This guide will help you correct master or transaction data using the safest auditable method available.
The corrected state is achieved with the original and correction relationship retained.
Who can do this
You need access to View and record-specific update/reversal authority; deletion requires separate clear approval.
Before you start
Identify original stable ID, error, downstream dependencies, correct result, period/status, physical/external effects, evidence, and approver.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Open the original record through its inquiry/history and use supported Update, Cancel, Reverse, Inactive, or replacement workflow.
Correct Data without Deleting History
Step 1: Preserve original evidence and full dependency chain
Step 2: Update only non-substantive fields where safe
Step 3: Set unused masters inactive/retired instead of deleting
Step 4: Reverse/cancel posted economic events and create one correct replacement
Step 5: Correct external accepted records using provider/statutory procedure
Step 6: Reconcile all downstream stock, party, payment, tax, and ledger effects
Check your work
History shows who changed what and all source/subledger/ledger/external controls compare and confirm.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Never use undocumented offsets to conceal errors.
- Do not delete a dependent or externally accepted record to force correction.
Related guides
- Resolve a Referenced or Dependent Record Error
- Prevent and Resolve Duplicate Transactions
- Transaction Status and Lifecycle Reference