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I have an inovice that got billed using the wrong extended price and it is skewing my Sales History Report.
How can I go back and fix this? It happemd in May.
TY
Mary
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Was it just the extended price that was wrong i.e. 1 item at $100 rather than 10 items at $10? I.e. the amount on the invoice overall to the customer was correct?
If it was me, I would do a return against the customer in the same period with the incorrect extended price and then reinvoice the correct. Apply the two documents and do a paid transaction removal and the customer will be none the wiser.
If this impacts inventory in any way, then you may have to think differently on it.
I don't know the impact on the sales history report.
If the history report needs the return to offset against the invoice, then you may need to bring the payment back from history, unapply everything and then allocate as you want it to be. The Professional Services Tools can be used to do this.
Cheers
Heather
This error is back in May. There was an adjustment mad in GL. The customer account was not impacted, as it should have been.
I need to adjust the extended cost only.
Is there a way to do this in SQL ?
Hi
There may well be a way to do it in SQL - it is something I would never do under any circumstances or recommend.
Changes that impact value amounts should never be made via the back end. If there is a table that holds just the reporting data, that is a different thing. But if you adjust the extended amount in the SOP tables, it impacts at the very least, reprints of invoices, customer balances - the list would go on.
Any area that could ever be questioned in an audit - never change.
I know that doesn't help you with the report, but I would still use the method above.
If you already made a GL entry to corrected the amounts in Account level. Just create a debit memo/Misc charge in receivable transaction window to correct. But, you should consider the profit for this item sales.
Hope this helps!!!
There was no profit
Heather - I need to correct the invoice itself. See attached Your way just adds anotherentry but will not impact this error !!
Have you considered voiding the posted transaction? This will though generate a posting journal.
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