You can change transactions by clicking Change in the creditor, debtor, or general ledger cards. Alternatively, go to Finance ➔ General ledger ➔ Select/Search, select a transaction line, and then click Change.
Select the required option to determine the criteria that you want to change in the selected transaction. Depending on what you select, some criteria may not be enabled.
Select the entry date you want to update or modify.
Select the reporting date you want to update or modify.
Select the fulfillment date you want to update or modify.
Type the our reference number for the selected entry to edit the value.
Type or select the general ledger account number created to modify the value for the selected entry
Type or select the required debtor to modify the value for the selected entry.
Type or select the required creditor to modify the value for the selected entry.
Type or select the resource ID who has modified or updated the selected entry.
Type the payment reference number to modify the value for the selected entry.
Type a new description to modify the value for the selected entry.
Type a new creditor or debtor reference number to modify the value for the selected entry. This field is disabled for bank/cash revaluation entries when Our ref., Your ref., Entry, or Our ref./Entry are selected under the Change section.
Select the required layout code to indicate the escalation level of a reminder for an outstanding item, from a friendly reminder to a final notice. Select one of the layout codes from 1 to 9.
Select the required option to modify the transaction type for the selected entry. The options available are:
Note: The Void option will not be available if the selected entry is originated from the Invoice, Order, Purchase, Inventory, Manufacturing, Service, POS, or XML Logistics modules.
Type or select the required cost center code to modify the value for the selected entry.
Type or select the cost unit code to modify the value for the selected entry.
Type or select the required serial or batch number to modify the value for the selected entry.
Type or select the item code of the selected entry to modify the value.
Type a new quantity to modify or update the value. The default quantity is 0 with 2 decimals.
Type or select the required warehouse to modify the value for the selected entry.
Type or select the required warehouse location to modify the value for the selected entry.
Type or select the required project code to modify the value for the selected entry.
Type the free field information to modify the value for the selected entry. In total, there are 5 free fields. These fields allow you to type additional information (besides the available fields) of the particular transaction. You can customize the field labels at System/General/Free fields. For more information, see Related document: Maintaining free fields.
Click Advanced to display the Transactions section. Click Simple to hide it.
Click this to confirm the details entered.
Click this to cancel the entire transaction and to exit without saving the changes.