Difference between revisions of "How do I edit a Payment after it has been posted?"
Nigel Smith (talk | contribs) (→See also) |
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== More Information == | == More Information == | ||
− | There may be instances where you may need to change some details of a Payment after it has been posted. Though the Payments are locked after posting there are certain fields that can be changed if required. | + | There may be instances where you may need to change some details of a Payment after it has been posted. Though the Payments are locked after posting there are certain fields that can be changed if required. |
The changeable fields are as follows: | The changeable fields are as follows: | ||
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Once you know the document numbers you need to edit go into the following parts of the system. | Once you know the document numbers you need to edit go into the following parts of the system. | ||
* Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | * Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. | ||
− | * Enter the relevant account code and press {{KeyPress| | + | * Enter the relevant account code and press {{KeyPress|ENTER}} twice. |
* Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen. | * Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen. | ||
* Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}. | * Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}. | ||
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* [[How do I edit a Credit after it has been posted?]] | * [[How do I edit a Credit after it has been posted?]] | ||
− | {{KB_Tags|editing, edit, payment, change, alter}} | + | {{KB_Tags|editing, edit, payment, change, alter}} |
− | {{ | + | {{FAQ}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}} |
Revision as of 06:33, 22 December 2018
Summary
This article explains how to edit a payment in the Sales Ledger or Purchase Ledger after they have been posted.
More Information
There may be instances where you may need to change some details of a Payment after it has been posted. Though the Payments are locked after posting there are certain fields that can be changed if required.
The changeable fields are as follows:
- "Date:"
- "Comment:"
- "Centre:"
- "Cleardown hold:"
- "Site:"
- "Analysis Code:"
- "Notes:"
- "Images:"
If any part of the month end procedure has been run for the period into which the Payments fall you will not be able to edit even these fields. |
Editing the Postings
Once you know the document numbers you need to edit go into the following parts of the system.
- Go to " System\Accounts Sales Ledger\Purchase Ledger Maintenance Options Adjustments".
- Enter the relevant account code and press <Enter> twice.
- Find the relevant document and press <E> or click the [Edit] button at the bottom of the screen.
- Make the required changes and press <Esc> and [Accept].
See also
- How do I Find a Customer or Supplier?
- How do I edit an Invoice after it has been posted?
- How do I edit a Credit after it has been posted?