How to modify the transaction date/time or performed time.
Purpose
This tutorial will guide you through the process of modifying the transaction date/time for various transactions.
Requirements to complete the process
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Must have a recorded transaction
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Updating the transaction date/time must not break the perpetual inventory trail for the NDC.
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To modify the transaction date/time of any transaction, click on the relevant transaction to open the side panel.
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If an Edit button is available next to the performed time, you can easily modify the transaction date/time. Click on Edit.
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Let's assume you want to change the performed time to April 3rd, 2025, at 12:30. After entering the new time, hit Set.
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Next, enter your PIN to confirm the modification.
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It's essential to note that modifications can only be made to a transaction date/time that adheres to your NDC's transaction trail regulations. In the above example, there isn't enough inventory to dispense the drug on April 3rd, 2025, @ 12:30.
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Looking at the transaction trail, you will see that the prescription can only be dispensed after (yesterday) April 7th, 2025, at 14:31. Therefore, you can modify your transaction date/time to any time after this period.
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Set the new time to (Yesterday) April 7th, 2025, at 14:32, and now the transaction has been modified and updated successfully.
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The updated transaction will reflect within the completed transaction trail, indicating that it has been dispensed.
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In the side panel, you will see a recorded history of all individuals who have updated the transaction date/time along with their respective updates.
By following these steps, you can successfully modify the transaction date/time for any transactions as needed.