Difference between revisions of "How do I amend a document held record?"
From Catalyst
Katy Kitchen (talk | contribs) (→From Receipts/Payments) |
|||
Line 19: | Line 19: | ||
* Press {{Button|Select}}. | * Press {{Button|Select}}. | ||
* Click on the document with the hold record to amend and press {{KeyPress|S-F2}}. | * Click on the document with the hold record to amend and press {{KeyPress|S-F2}}. | ||
− | * Follow the instructions above to | + | * Follow the instructions above to edit a hold record. |
== See also == | == See also == |
Revision as of 10:19, 24 October 2018
Summary
This article explains how to amend hold records which have been placed against an invoice or credit.
More Information
Go to " Reports & Settings Maintenance Options Add or Edit Document Holds".
- Enter a piece of text from the hold record, e.g. a document number or customer or supplier name.
- Click [Search].
Alternatively click [Advanced].
- Select the "Ledger".
- Enter any other details to assist with your search then click [Search].
- Select the record to amend.
- Click [Edit]. You may amend the "Held amount", "Expiry date" and "Notes".
- Click [Done] and [Accept] the changes.
From Receipts/Payments
You may also amend a record whilst in " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the customer/supplier account.
- Press [Select].
- Click on the document with the hold record to amend and press <Shift+F2>.
- Follow the instructions above to edit a hold record.
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
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
SL04, PL04, GR56