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yessenia gomez

EDIT SO INVOICE AFTER "BATCH IS CLOSED"

SUGGESTED
Posted By

Hello , 

We are new to using Sage 100 and have a few questions . 

After our sales people process a sales order we then go into Shipping data entry and then print the invoice. At the end of the day , we then update the register. My question is , how can i the next day or so go back into that original invoice to edit the comment or add an extra comment ?  We have very long part numbers and item descriptions that sometimes we may miss a letter and before we send it to our customer we will need to edit it for audit purposes.. 

Thank you,  

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  • 0

    Technically, if you use DFDM (data file display and maintenance) you can change non-financial items on the invoice and then print them once they are posted.

    I specifically say non-financial items (like comment text) because you don't want to change anything that impacts your general ledger or inventory (such as changing prices or part numbers).

    I've had to do this to change a PO number when the customer would not accept the invoice without a valid PO number.

  • 0 in reply to Sage100User
    SUGGESTED

    If you "adjust" an item number using DFDM, you are going to have to modify a lot of files that are updated when the Sales Journal is posted.  You may be able to print a correct invoice, but all of your other historical/summary reports are going to be wrong unless you use DFDM to fix all of the records that are written to when invoices are updated.

  • 0 in reply to BShockley
    SUGGESTED

    I limit DFDM to when there is data corruption.  If things are really wrong, it is SOOOO much easier to post a CM then re-invoice.  Plus the audit trail is maintained for the transactions.

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