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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit Payment Reference...
Small and medium business | Business Central, N...
Answered

Edit Payment Reference Field on Posted Payment?

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Posted on by lynnid 34
Is there way to edit the Payment Reference field on a payment that has been posted?  We need to update what was originally entered, as it is incorrect, and I cannot figure out how to edit this to show the correct payment confirmation no.
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Business Central
  • lynnid Profile Picture
    lynnid 34 on at
    Edit Payment Reference Field on Posted Payment?
    Thank you! This worked!
    I unapplied the payment, corrected the payment reference field, reapplied payment to invoice and all is golden.
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,785 Super User 2024 Season 2 on at
    Edit Payment Reference Field on Posted Payment?
    It will only allow to modify the Payment Reference field if the vendor ledger entry has the field open as true. There are several fields that can be modified in the vendor ledger entries, and it doesn't require the entry to be over its due date and red.
     
     
    If your payment is fully applied to an invoice then its most probably not open. If the payment/invoice are in your local currency, and there is no rounding, you can un-apply them, modify the Payment Reference field, and then apply them back together. Otherwise there is no way to modify the Payment Reference field without customization. As an alternative, you can modify other fields in the vendor ledger entries, perhaps the description field. 
     
     
    Valentin Castravet
    Zander ERP Services
  • lynnid Profile Picture
    lynnid 34 on at
    Edit Payment Reference Field on Posted Payment?
    I have tried to update the field using the Edit List option, but when I tab out of that field, the information I entered is gone and reverts back to the previous.  It will not save my entry. 
     
    I also do not want to reverse the payment, I just want to update the Payment Reference field.  
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,785 Super User 2024 Season 2 on at
    Edit Payment Reference Field on Posted Payment?
    You have to click Edit List so the page is in edit mode, and then it will be editable. For example, in the vendor ledger entries:
     
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 9,531 Super User 2024 Season 2 on at
    Edit Payment Reference Field on Posted Payment?

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