How do I edit a Credit after it has been posted?

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 Credit after it has been posted. Though the Credits are locked after posting there are certain fields that can be changed if required.

The ability to edit transactions is limited to users with the "Adjust transactions" user permission set to 'Yes'. You can find out how to set user permissions here.

The changeable fields are as follows:

• "Date:"
• "Comment:"
• "Centre:"
• "Cleardown hold:"
• "Site:"
• "Analysis Code:"

If any part of the month end procedure has been run for the period into which the Credits fall you will not be able to edit even these fields.

Editing the Postings

Once you know the document number you need to edit:

• Go to " System\Accounts Sales Ledger\Purchase Ledger Customer/Supplier History".
• At "Account:", enter the code for the customer or supplier account.
• Press [Search] to list all transactions.
• Highlight the transaction you want to correct on the list.
• Press <Ctrl+F2> or [Edit] to make the adjustment.
• Make the required changes and click [Done] and [Accept].

See also

• How do I Find a Customer or Supplier?
• How do I adjust a transaction?
• How do I adjust an account opening balance?
• How do I edit an Invoice after it has been posted?
• How do I edit a Payment after it has been posted?
• Recommended accounting routines

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Keywords AND Misspellings

editing, edit, credit, change, alter, amend credit