Revised: 010/09/2015
When a tenant has been moved out in error, the user will need to take several steps to reverse the tenant information.
Go to Maintain>>Tenants (Active)
Enter the tenant's Last Name and select the tenant from the list
If the file is in "read only" mode go to Quick Link>>Unlock Tenant File. Select a Tracking Code and/or enter a modified description and click Save
Go to Quick Link>>Print 50058
Highlight the incorrect (move out) 50058 and click Delete
Change Status from Move-Out to Active
Change the Effective Date to last date of Action (last 58 that was created)
Change Action from End of Participation to last Action
Click the Move/Transfer tab
Delete the Move-Out Date and Move-Out Reason Code
Click on the down arrow beside the Save icon and select Save without clearing view
Click on the Main tab
Click on the Balance box to bring up Tenant Activity
Review any charges/credits associated with the move-out. Transactions for the move-out will have an AUTO MO in the reference column.
After identifying the transactions that need reversed, close the Tenant Master and proceed to Adjustment Entry information below to reverse transactions if necessary.
Adjustment Entry
Go to Activities>>Adjustment Processing>>Adjustment Entry
For Example:
An incorrect credit to 03-00 for $120.00 during the move out process would need CHARGED back to the account.
Another example is the credit of the 14-00 code, which is the S/D to A/R. To adjust this entry, enter an adjustment using the 14-00 code and entering a NEGATIVE number.
After entries are made, run the Adjustment Edit List. Please make sure that the transactions are the OPPOSITE from what is in Tenant Activity.
For Example:
When a move-out is processed, the system will automatically credit the 14-00 code (S/D to A/R). This entry should be under the Charge column on the Edit List.
After entries are verified, post Adjustments
Tenant Master (Active)
Go to Maintain>>Tenants (Active)
Enter the tenant's Last Name and select the tenant
The tenant's file should still be in "Edit Mode", if not, go to Quick Link>>Unlock Tenant File. Select a Tracking Code or enter a reason and click Save.
Click on the Balance box on the front screen. Adjustments will be shown in Tenant Activity and the balance should be the same as it was before the move-out was processed.
Click the Accounting tab
Verify that the Required and Held columns have the correct deposit amounts in them.
If the tenant's file is in "Edit Mode", go to Quick Link>>Lock Tenant File to return the file to "Read Only" mode
Please contact the Help Desk if further assistance is needed.