Update Invoice # in SOP

(0) Share

Report

Posted on by Community Member

Hello,

I just set up a company and we used the SOP module for the 1st time. I neglected to change the numbering on the INV. We have processed 5 invoices so far, Is there a way to update those 5 invoices in the system to our standard numbering system? If so, what tables will I update?

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Sort by

Suggested answer

Frank Hamelly | MVP... 46,631 Moderator on at

Like (0)

Report
Copy link

Link copied!

It depends. Have you applied any payments to the invoices yet? If not, then update your SOP10xxx tables (you'll need to look at them all). If payments have been applied and transactions moved to history, then you'll need to update your SOP30xxx tables.

Then run Check Links on your Sales Transaction tables to make sure you didn't break anything.

Implied in this recommendation is that you try this in a test company prior to applying it in production and that you take a backup of your production database before applying it there.

Was this reply helpful? Yes No
Verified answer

Justin Thorp 2,265 on at

Like (0)

Report
Copy link

Link copied!

Hi Deborah,

In addition to what Frank mentions, if the SOP transactions have been posted with will update some "RM" files too.

My recommendation would be to:

1.) Create Returns for these 5 invoices (In the Sales Transaction Entry window, use the "Additional - Create Return" functionality so you don't have to type everything in manually.

2.) Create the invoices again with the right SOP Number you desire (After entering all the header information, click on "Actions - Copy", to copy the lines from the old documents onto the new documents.

Thanks,
Justin

Was this reply helpful? Yes No
Verified answer

Victoria Yudin 22,769 on at

Like (0)

Report
Copy link

Link copied!

Um...if they have been posted to the GL, there are also GL tables to consider. Also inventory tables if there were inventory items involved. If you have any 3rd party products or customizations, those need to be considered. You would really need to search the entire db for any string matching the invoice numbers. My 2 cents:

- for just 5 invoices, you might consider (a) entering returns to reverse the invoices, then re-entering the invoices or (b) leave them how they are, start numbering invoices correctly from now on.

Was this reply helpful? Yes No
Frank Hamelly | MVP... 46,631 Moderator on at

Like (0)

Report
Copy link

Link copied!

Thanks Justin and Victoria - I forgot all about the RM tables, and the GL. Your advice is better and more complete than mine.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks everyone, all of your answers helped. I think it may be too many tables out there to try and update, so were just going to enter returns for them and re do them. thanks again for all your input. they all contributed to this decision.

Was this reply helpful? Yes No