How do I edit an Invoice after it has been posted?
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Revision as of 16:20, 20 August 2008 by Richard Green (talk | contribs)
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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.
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 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>
- 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