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:"

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.

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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

• 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