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

Summary

This article explains how to edit a payment 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 Payment after it has been posted. Though the Payments 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 Payments 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 " System\Accounts Sales Ledger\Purchase 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

• Getting Started
• Frequently Asked Questions
• Creating a New Customer/Supplier
• How do I Find a Customer or Supplier?
• Posting Payments Received
• Posting Purchase Invoices
• Paying Suppliers
• How do I edit an Invoice after it has been posted?
• How do I edit a Credit after it has been posted?

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Keywords AND Misspellings

editing, edit, payment