Posted documents modification AE013

General description #

  • This extension allows to edit information in already posted documents. An additional information that does not affect the validity of the invoice as such, e.g. supplier's address, customer delivery address, due date and note.
  • It is not possible to change other header data than shown in the form.

Setup #

There is no need of any special setup to use this extension

Functionality description, processes #

List of documents that is possible to edit by this

  • Posted Sales/Purchase Invoice
  • Posted Sales Credit Memo
  • Purchase Credit Memos
  • Posted Sales Shipment
  • Posted Purchase Receipts

We can edit:

  • Header:

    • In the main tab select action: Action > Function > Edit Data.
      • Everything in section adjustable fields can be edited

  • Lines:

    • In Lines select action: Lines> Manage > Change description, Add row, Delete row
      • Change description edits the description of the currently selected row
      • Add row adds a new line with a description before/after the currently selected row
      • Delete row deletes the currently selected row

Restrictions #

For legislative reasons, it is not possible to change the data on the posted document which would change its meaning. This includes price data, customer, account number, etc. For this reason, the function of this extension cannot be used to correct incorrectly issued documents. If you find that the document was issued incorrectly (e.g. wrong amount, different customer), you must cancel the document.

Editable fields: #

The list of all fields that can be edited:

  • General
    • Posting Description
    • External Document No.
    • Your reference
  • Customer Address
    • Name
    • Name 2
    • Sell to Country
    • Address
    • Address 2
    • Post Code
    • City
  • Shipping Address
    • Name
    • Name 2
    • Contact
    • Address
    • Address 2
    • Post Code
    • City
    • County (In order to see the County field, you have to set Local Format Address in General Ledger Setup to "City+County+Post Code")
  • Invoice address
    • Name
    • Name 2
    • Address
    • Address 2
    • Post Code
    • City
  • Date
    • Due Date
  • Work Description