Difference between revisions of "How do I edit a Payment after it has been posted?"
From Catalyst
(New page: {{Review}} == Summary == 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 ce...) |
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== Summary == | == Summary == | ||
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The changeable fields are as follows: | The changeable fields are as follows: | ||
| − | *Date | + | * Date |
| − | *Comment | + | * Comment |
| − | *Centre | + | * Centre |
| − | *Cleardown hold | + | * Cleardown hold |
| − | *Site | + | * Site |
| − | *Analysis Code | + | * Analysis Code |
| − | {{Warning|text='''WARNING :''' If the | + | {{Warning|text='''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 == | == Editing the Postings == | ||
| − | Once you know the document numbers you need to edit go into the following parts of the system | + | Once you know the document numbers you need to edit go into the following parts of the system. |
| − | *Go to "Sales | + | * Go to "Sales Ledger" -> "Maintenance Options" -> "Adjustments". |
| − | *Enter the relevant account code and press {{KeyPress|Enter}} | + | * Enter the relevant account code and press {{KeyPress|Enter}} twice. |
| − | *Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen | + | * Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen. |
| − | *Make the required changes and press {{KeyPress| | + | * Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}. |
== See also == | == See also == | ||
Revision as of 05:05, 21 August 2008
Summary
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 "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
