Modifying creditor invoices

You can modify:

• creditor invoice details, even if the invoice has been posted
• business unit receipts
• asset details, if applicable.

Note: Synergetic deletes any debtor charges associated with the creditor invoice. You need to recreate and reallocate the G/L allocations.

To modify an existing creditor invoice:

1. Select an existing creditor posting. See Selecting existing creditor invoice postings.

   

   The Creditor tab of the Creditor Invoice Entry window is displayed.

   

2. Click .

   The Posting Action window is displayed.

   

3. Click .

   The MODIFY Creditor Invoice Entry window is displayed.

   

4. Select the creditor invoice to edit.
5. Click .

   The following window is displayed.

   

   Note: If the creditor invoice has debtor charges, the following window is displayed instead:
   

6. Click .

   The Invoice tab of the Creditor Invoice Entry window is displayed.

   

7. Click the G/L Allocations tab.

   The G/L Allocations tab of the Creditor Invoice Entry window is displayed.

   

   Note: Synergetic deletes any debtor charges associated with the creditor invoice. You need to recreate and reallocate the G/L allocations. That is, the button was used when creating the creditor invoice.

8. Update the fields on the G/L Allocations tab, as required. See Creditor Invoice Entry - G/L Allocations tab for field and button descriptions.
9. If you need to discard your changes to the G/L allocations:
   • Click .

     The following dialog window is displayed.

     

   • Click .
10. Click to edit the details of an asset associated with the creditor invoice, if applicable. See Modifying asset details from Creditor Invoice Entry.

Last modified: 16/09/2016 11:00:18 AM

© 2016 Synergetic Management Systems. Published 16 September 2016.