Difference between revisions of "How do I edit an Invoice after it has been posted?"
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== Summary == | == Summary == | ||
+ | This article explains how to edit an invoice in the {{SL}} or {{PL}} after they have been posted. | ||
+ | == More Information == | ||
There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed. | There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed. | ||
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* {{DataPrompt|Analysis Code:}} | * {{DataPrompt|Analysis Code:}} | ||
− | {{Warning|title= | + | {{Warning|title=WARNING|text={{Red| If any part of the month end procedure has been run for the period into which the Invoices 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 | + | Go to {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}} |
* Enter the relevant account code and press {{KeyPress|Enter}} twice. | * 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. |
Revision as of 14:18, 22 August 2013
Summary
This article explains how to edit an invoice 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 an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed.
The changeable fields are as follows:
- "Date:"
- "Comment:"
- "Centre:"
- "Cleardown hold:"
- "Site:"
- "Analysis Code:"
{{Warning|title=WARNING|text= If any part of the month end procedure has been run for the period into which the Invoices 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\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
- Getting Started
- Frequently Asked Questions
- 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 a Credit after it has been posted?
- How do I edit a Payment after it has been posted?