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Suggested Answer
Cesylia asked a question on 13 Sep 2017 10:47 AM

Hello, will appreciate any tips on how to correct the description of an AP entry (payables transaction entry), (under the document type field)? Is it possible to correct it after it had been posted? 

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Suggested Answer
Mike Bufano responded on 13 Sep 2017 11:48 AM

If you haven't paid it yet, void it and reenter it.  That would provide the best audit trail. 

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Suggested Answer
Leslie Vail responded on 13 Sep 2017 5:08 PM

If all you want to do is change the description after the document has been posted, you can do this using the Edit Transaction Information window. Navigate to Purchasing | Transactions | Edit Transaction Information. You can change the following data fields:

Discount Date

Due Date

PO Number

Description

Note that you cannot change the transaction's document date.

Kind regards,

Leslie

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Suggested Answer
Mike Bufano responded on 13 Sep 2017 11:48 AM

If you haven't paid it yet, void it and reenter it.  That would provide the best audit trail. 

Reply
Suggested Answer
Leslie Vail responded on 13 Sep 2017 5:08 PM

If all you want to do is change the description after the document has been posted, you can do this using the Edit Transaction Information window. Navigate to Purchasing | Transactions | Edit Transaction Information. You can change the following data fields:

Discount Date

Due Date

PO Number

Description

Note that you cannot change the transaction's document date.

Kind regards,

Leslie

Reply