Difference between revisions of "How do I edit an Invoice after it has been posted?"
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== Summary == | == Summary == | ||
− | 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. | + | 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: | 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 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 "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 05:00, 21 August 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
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 : 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" -> "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