Invoice Modification

Once an invoice is posted in the system, the user will be able to make correction to the posted invoice. However, the fields that can be changed on the original document are limited. This screen will allowed the user to review and modify the following fields on an invoice payable that was already posted, without having to credit the original document:

•          The Discount Date;

•The Due Date;

•The Authorized amount;

•The Discount ($).

To do so - the user need to select the vendor number associate with the invoice that needs to be modified. From the vendor field, the user can either type in the Vendor number - or press F1 to open the Search window.

Once the Vendor is selected - the system will display the list of open invoices entered under the vendor number.

If the user already knows what is the invoice that needs to be modified, the invoice number can be enter directly from the Invoice Search. The system will then filter through the list of invoices that are display on the screen and show the selected invoice.

To modify one or multiple available fields from the original posted document, the user needs to press F3 (modify) with the cursor positioned on the selected invoice. Once a field is change, the system will automatically saved and updated the invoice with the new value entered.

From this window, by double clicking on a selected invoice, the user will also be able to see the detail of the posted invoice:

However, this is only a viewer. To actually make modifications to some fields of the original posted invoice, the user will need to go back to the main screen of the Payable Invoice Modification menu.

Please note that if other fields than the one listed above needs to be change on a posted invoice (i.e. the invoice date, the Vendor or remit to Vendor, the General Ledger distribution, etc.), the user will need to reverse completely the original document, and then enter a new invoice payable.

To learn more about how to enter an invoice payable or a credit memo, please refer to the Purchase Invoices Entry menu.