Difference between revisions of "How do I edit a Payment after it has been posted?"

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== More Information ==
 
== More Information ==
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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.  
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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.
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The ability to adjust 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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* {{DataPrompt|Site:}}
 
* {{DataPrompt|Site:}}
 
* {{DataPrompt|Analysis Code:}}
 
* {{DataPrompt|Analysis Code:}}
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* {{DataPrompt|Notes:}}
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* {{DataPrompt|Images:}}
  
 
{{Warning|text=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.}}
 
{{Warning|text=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 ===
 
=== Editing the Postings ===
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Once you know the document numbers you need to edit go into the following parts of the system.
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Once you know the document number you need to edit :
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* Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}.
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* Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Customer/Supplier History}}.
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* Enter the relevant account code and press {{KeyPress|Enter}} twice.
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* At {{DataPrompt|Account:}}, enter the [[Do I have to remember all these customer and supplier codes?|code]] for the customer or supplier account.
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* Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen.
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* Press {{Button|Search}} to list all transactions.
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* Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}.
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* Highlight the transaction you want to correct on the list.
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* Press {{KeyPress|C-F2}} or {{Button|Edit}} to make the adjustment.
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* Make the required changes and click {{Button|Done}} and {{Button|Accept}}.
  
 
== See also ==
 
== See also ==
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* [[How do I Find a Customer?|How do I Find a Customer or Supplier?]]
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* [[How do I find a customer?|How do I Find a Customer or Supplier?]]
 
* [[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 Credit after it has been posted?]]
 
* [[How do I edit a Credit after it has been posted?]]
  
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{{KB_Tags|editing, edit, payment}}  
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{{KB_Tags|editing, edit, payment, change, alter}}
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{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}}
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{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 05:25, 3 September 2019

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 ability to adjust 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:"
  • "Notes:"
  • "Images:"
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 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


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Keywords AND Misspellings
editing, edit, payment, change, alter
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