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How to Edit Posted Documents in D365 BC: Quick and Easy Steps

Alexandra Horbatenko Profile Picture Alexandra Horbatenko 401 User Group Leader

Editing a posted invoice document used to be a hassle. You had to develop a page or form and assign permissions to it, just to make a simple change. But, rejoice! Microsoft has now made it easy to edit your posted sales invoices in D365 BC.

With just a few clicks, you can update your Posted Sales Invoices, Posted Purchase Invoices, Return Shipments, and Return Receipts. Here's how based on an example of editing Posted Sales Invoice:

1. Go to the search bar and type "Posted Sales Invoices".



2. Select the "Update Document" option in the "Process" button.




2. Select the "Update Document" option in the "Process" button. Edit the information on the new page that pops up and press "OK".


For now three Payment fields are available for editing:

1. Payment Method Code

2. Payment Reference

3. Company Bank Account




That's it! Your updated information will now be displayed on the Posted Sales Invoice Document.

And that's not all. You can even add more fields to the page by developing a new extension that suits your business requirements.

Hope you find it helpful.

Stay tuned for more!

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