Difference between revisions of "How do I edit a Payment after it has been posted?"
m (→Summary) |
|||
Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
+ | This article explains how to edit a credit in the {{SL}} or {{PL}} 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. | 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. | ||
Line 11: | Line 13: | ||
* {{DataPrompt|Analysis Code:}} | * {{DataPrompt|Analysis Code:}} | ||
− | {{Warning|title= | + | {{Warning|title=WARNING|text={{Red| 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 == | == Editing the Postings == | ||
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 | + | * Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. |
* Enter the relevant account code and press {{KeyPress|Enter}} twice. | * 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}}. | ||
− | == See | + | == See Also == |
− | *[[How do I edit an Invoice after it has been posted?]] | + | * [[:Category:Getting Started|Getting Started]] |
− | *[[How do I edit a Credit after it has been posted?]] | + | * [[:Category:FAQ|Frequently Asked Questions]] |
+ | * [[Creating a New Customer/Supplier]] | ||
+ | * [[How do I Find a Customer?|How do I Find a Customer or Supplier?]] | ||
+ | * [[Posting Payments Received]] | ||
+ | * [[Posting Purchase Invoices]] | ||
+ | * [[Paying Suppliers]] | ||
+ | * [[How do I edit an Invoice after it has been posted?]] | ||
+ | * [[How do I edit a Credit after it has been posted?]] | ||
{{KB_Tags|editing, edit, payment}} | {{KB_Tags|editing, edit, payment}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} |
Revision as of 14:22, 22 August 2013
Summary
This article explains how to edit a credit 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:"
WARNING: 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
- Getting Started
- Frequently Asked Questions
- Creating a New Customer/Supplier
- How do I Find a Customer or Supplier?
- Posting Payments Received
- Posting Purchase Invoices
- Paying Suppliers
- How do I edit an Invoice after it has been posted?
- How do I edit a Credit after it has been posted?