Editing Intercompany Transactions

You can edit a transaction to change information or add comments to a transaction. You can make changes as long as the transaction has not been matched or posted. To make changes to a transaction that has been posted, you must first unpost the transaction. If you want to make changes to a transaction that has a Matched status, you must first unmatch the transaction, which also unmatches all of the related transactions in the same matching process with the same match code. If the transaction has a MisMatched status, any changes will change the status from MisMatched to UnMatched, with the exception of assigning a reason code to a mismatched transaction, or entering comments for a mismatched transaction.

After the transaction is saved, you can edit the Transaction ID, Sub ID, Entity, Partner, Account, or Custom 1-4 dimensions for the original transaction. When you save the edited transaction, the system replaces the original transaction with the new information.

  To edit intercompany transactions:

  1. From the list of transactions, select the transaction to edit, and click Edit.

  2. From the POV bar, select a scenario, year, and base period.

  3. Edit the transaction.

  4. Click Save to save the changes.

  5. Click Close.