CRM activity posting and corrections
Goal
Post, approve, and correct crm activitys safely.
Who it is for
Clerk, manager
Preconditions
- You are signed in to the correct tenant.
- You have permission for this action.
Steps
- Open the document and Post (or submit for approval if workflow is enabled).
- If approval is required, complete it from My Work / Approvals.
- To undo a posted document, use the product’s void, credit note, debit note, or reversal action — do not delete posted history.
- Verify related stock, AR/AP, or bank movements after the action.
Result
Document lifecycle matches your books; corrections leave an audit trail.