Question Status

Suggested Answer
Yonas Ambaw asked a question on 20 Mar 2013 12:38 PM

Is there an easy way for editing Invoices after they are posted besides revesing it and putting a corrected one? I am working in NAV 4 with SP3 (5.0)

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Suggested Answer
Neville Foyn responded on 20 Mar 2013 4:09 PM

Hi

NAV does not support editing posted transactions (With a few exceptions E.g. the due date on the customer ledger entry)

The reason for this is so that the system can maintain an audit train on the financial transactions

Having said that there are ways to speed up the crediting and re-invoicing process such as using copy document on the credit to copy the invoice and then copy document on the new replacement order, this means that you dont need to recapture anything

You can also post a sales journal if all you are looking to do is update the ledger on a customer and a direct journal will do the trick

Cheers

Neville

Neville Foyn
NAV Developer, Consultant & Trainer
MCTS NAV, CRM, Sharepoint, SQL
MCSA SQL 2012
MCITP NAV
MCT 

Reply
Suggested Answer
Neville Foyn responded on 20 Mar 2013 4:09 PM

Hi

NAV does not support editing posted transactions (With a few exceptions E.g. the due date on the customer ledger entry)

The reason for this is so that the system can maintain an audit train on the financial transactions

Having said that there are ways to speed up the crediting and re-invoicing process such as using copy document on the credit to copy the invoice and then copy document on the new replacement order, this means that you dont need to recapture anything

You can also post a sales journal if all you are looking to do is update the ledger on a customer and a direct journal will do the trick

Cheers

Neville

Neville Foyn
NAV Developer, Consultant & Trainer
MCTS NAV, CRM, Sharepoint, SQL
MCSA SQL 2012
MCITP NAV
MCT 

Reply
Yonas Ambaw responded on 21 Mar 2013 6:25 AM

Thank you for the insight, I have read it will make it hard for auditing if it is made to be able to edit posted items and also wil make the system vulnerable

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Neville Foyn responded on 21 Mar 2013 10:21 PM

Happy to help

Neville Foyn
NAV Developer, Consultant & Trainer
MCTS NAV, CRM, Sharepoint, SQL
MCSA SQL 2012
MCITP NAV
MCT 

Reply