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