Difference between revisions of "How do I edit a Credit after it has been posted?"
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The changeable fields are as follows: | The changeable fields are as follows: | ||
− | * Date | + | * {{DataPrompt|Date:}} |
− | * Comment | + | * {{DataPrompt|Comment:}} |
− | * Centre | + | * {{DataPrompt|Centre:}} |
− | * Cleardown hold | + | * {{DataPrompt|Cleardown hold:}} |
− | * Site | + | * {{DataPrompt|Site:}} |
− | * Analysis Code | + | * {{DataPrompt|Analysis Code:}} |
− | {{Warning| | + | {{Warning|title=Warning|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 == | == Editing the Postings == |
Revision as of 16:39, 21 August 2008
Summary
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 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 Credits 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 "Sales 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
- How do I edit an Invoice after it has been posted?
- How do I edit a Payment after it has been posted?