Difference between revisions of "How do I amend a document held record?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == This article explains how to amend a Document Hold. == More Information == Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. * Enter the {{...") |
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== Summary == | == Summary == | ||
This article explains how to amend a Document Hold. | This article explains how to amend a Document Hold. | ||
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Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | ||
* Enter the {{DataPrompt|Customer}} or {{DataPrompt|Supplier}} Account Code or [[Do I have to remember all these Account Codes?|search]] for their account code. | * Enter the {{DataPrompt|Customer}} or {{DataPrompt|Supplier}} Account Code or [[Do I have to remember all these Account Codes?|search]] for their account code. | ||
| − | * | + | * Click {{Button|Select}} to bring up all outstanding documents or if you know the document number, enter it here and click {{Button|Select}}. |
* Move to the Document for which you want to amend the hold record and press {{KeyPress|S-F2}}. | * Move to the Document for which you want to amend the hold record and press {{KeyPress|S-F2}}. | ||
* Select the hold record to amend and press {{KeyPress|F5}}. | * Select the hold record to amend and press {{KeyPress|F5}}. | ||
Revision as of 07:48, 12 October 2017
Summary
This article explains how to amend a Document Hold.
More Information
Go to " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the "Customer" or "Supplier" Account Code or search for their account code.
- Click [Select] to bring up all outstanding documents or if you know the document number, enter it here and click [Select].
- Move to the Document for which you want to amend the hold record and press <Shift+F2>.
- Select the hold record to amend and press <F5>.
- Make your amendments then press <Esc> and [Accept] the change.
- Press <Esc>.
See also
- How do I Put a Customer\Supplier Invoice on Hold?
- How do I Take a Customer\Supplier Invoice off Hold?
- Posting Payments Received
- Paying Suppliers
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Tags
SL04, PL04, GR56
