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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Reopen and edit invoic...
Microsoft Dynamics GP (Archived)

Reopen and edit invoices in GP2013 before the batch is posted

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Posted on by SarahB 215

My company is changing over from an older version of GP to GP2013.

 

I was told that once I save/print or mistakenly pressed Enter while in the Sales Transaction Entry window the invoice is now permanent and I cannot reopen it to change information even though I just closed it. This is before the invoice is posted in batch. If I need to make changes to an invoice, I will have to void/delete the invoice and start again with a new document number assigned.

 

I have the functionality in my old GP program to reopen and edit invoices to my heart's desire as long as the batch has not posted.

 

Please tell me that this functionality has not gone away and give me a clear, step by step process so that I can take it to IT.

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  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Reopen and edit invoices in GP2013 before the batch is posted

    Be sure to post back to this thread when / if you find a working solution to your posted question.

    Thanks.

  • SarahB Profile Picture
    SarahB 215 on at
    RE: Reopen and edit invoices in GP2013 before the batch is posted

    Thank you. I appreciate your input.

    Unfortunately, I do not have the security to do this. I am forwarding your suggestion.  

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Reopen and edit invoices in GP2013 before the batch is posted

    Have a look in Sales >> Setup >> Sales Order Processing Setup >> Sales Invoice Setup - button on bottom left - click and choose Invoice

    In this window there is a set of Options - bottom of the window - one is Edit Printed Documents - if this is checked - then you should be able to edit Printed Invoices - you may need to enter a password if that is how it was configured.

    In this same window location there is an option for Delete Documents - this would allow you to 'realize huge error' and delete the invoice - it does not move to history - it is GONE - this is in most cases not active and if it is should by all accounts be password protected and restricted to a select number of users.

    Hope this helps.

  • SarahB Profile Picture
    SarahB 215 on at
    RE: Reopen and edit invoices in GP2013 before the batch is posted

    For the sake of this question scenario, I will say that I have printed the invoice. Upon printing I noticed that I had fat fingers and entered a wrong unit price of $536.00 instead of $539.00 for a particular line item.

    Would I have to void/delete the invoice and start all over or can I look up the document number and reopen the invoice before posting?

    Thank you very much.

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Reopen and edit invoices in GP2013 before the batch is posted

    Just for purpose of the discussion - you might want to clarifiy if you have PRINTED or simply SAVED the INVOICE document.

    It does change the answers somewhat.

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