All guidesProduction
Cancel or reverse a batch
Undo a batch that should not have happened, whether it had started or already finished.
- Steps
- 3 · About 2 min
- Who can do this
- Owner · Manager
- Needs the module
- Production
Before you start
Batches are corrected the way everything else in Horizon213 is corrected: by an opposite entry, never by editing what was recorded. Which control you use depends only on how far the batch got.
A batch that has not been made
While the batch is waiting to start, nothing has moved and cancelling it is housekeeping. Give a reason and confirm.
If it had already started, cancelling puts every material back into the store at exactly the cost it left at, so the moving average is what it was before the batch touched it.
A batch that was made
A finished batch is reversed, not cancelled. The control asks for a correction reason of at least a few words, because in six months that sentence is the only thing that will explain the pair of entries.
Reversing writes the opposite of everything the batch did: the finished goods leave the store at the cost they entered at, every material returns at the cost it left at, and the accounting entry is reversed by an opposite entry rather than deleted.
A reversal is refused when the finished goods have already left the store — sold, delivered, transferred or used in another batch. Horizon213 will not take back what is not there. Correct those documents first: reverse the delivery or credit the invoice, then reverse the batch.
Then make it again
A reversed batch stays in the register with its reason, and the corrected work is a new batch. That is the point: the register shows what happened and what was done about it, rather than showing a tidy version in which the first attempt never existed.
The same rule runs through the whole product — see why nothing here is ever edited. It is the reason a figure in Horizon213 can be defended to an inspector.
Next, you might want to
- Why nothing here is ever editedHorizon213 corrects mistakes by posting the opposite, not by changing what was written. This is the rule behind almost every "you cannot" in the guides.
- Read your stock, and how it got thereWhat you hold now, and the dated trail of every movement that made it that number.