Difference between revisions of "How do I edit a Credit after it has been posted?"
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== More Information == | == 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. | + | 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. |
| + | |||
| + | {{Information|The ability to edit transactions is limited to users with the {{DataPrompt|Adjust transactions}} user permission set to {{DataValue|Yes}}. You can find out how to set user permissions [[How do I Set Up User Security in Platinum?#User Permissions|here]].}} | ||
The changeable fields are as follows: | The changeable fields are as follows: | ||
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=== Editing the Postings === | === Editing the Postings === | ||
| − | Once you know the document | + | Once you know the document number you need to edit: |
| − | + | * Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Customer/Supplier History}}. | |
| − | * | + | * At {{DataPrompt|Account:}}, enter the [[Do I have to remember all these customer and supplier codes?|code]] for the customer or supplier account. |
| − | * Make the required changes and | + | * Press {{Button|Search}} to list all transactions. |
| + | * Highlight the transaction you want to correct on the list. | ||
| + | * Press {{KeyPress|C-F2}} or {{Button|Edit}} to make the adjustment. | ||
| + | * Make the required changes and click {{Button|Done}} and {{Button|Accept}}. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I find a customer?|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 an Invoice after it has been posted?]] | ||
* [[How do I edit a Payment after it has been posted?]] | * [[How do I edit a Payment after it has been posted?]] | ||
| + | * [[Recommended accounting routines]] | ||
| − | {{KB_Tags|editing, edit, credit, change, alter}} | + | {{KB_Tags|editing, edit, credit, change, alter, amend credit}} |
| − | {{ | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}} |
Latest revision as of 06:28, 20 December 2019
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
