How do I edit a Payment after it has been posted?
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Revision as of 16:22, 20 August 2008 by Richard Green (talk | contribs) (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
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 the Print Daybook has been ran 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>
- Find the relevant document and press <E> or click the [Edit] button at the bottom of the screen
- Make the required changes and press <E> and [Accept]
See also
