Understanding Revisions to Unposted Invoices
After you enter an invoice, you might have to revise it. You revise invoices using the Standard Invoice Entry program, which you access from Customer Ledger Inquiry or Invoice Journal Review.
Although you cannot revise every field, you can make changes to these fields on unposted, unpaid invoices:
Payment Term
If you change the payment term, you must clear the Discount Amount, Discount Due Date, and Due Date fields for the system to automatically recalculate the values based on the new payment term.
Gross Amount
The system automatically recalculates the open amount.
If you change the gross amount, you might have to revise the discount amount. The system does not automatically recalculate the discount when you change the gross amount. To recalculate the discount from the payment term, clear the Discount Available field.
If you change the gross amount, you might have to revise taxable and tax amounts. The system does not automatically recalculate taxable and tax amounts when you change the gross amount. To recalculate taxable and tax amounts based on the tax rate area, clear the Taxable and Tax fields.
If you change the gross amount, the system displays the G/L Distribution form automatically.
Remark
Discount Available
Due Date
Discount Due Date
G/L Offset
PS (pay status)
You cannot change the pay status if the value is P (paid).
Freq (frequency)
No Pymts (number of payments)
If you revise information in any other field, you must delete the invoice and re-enter it.
To quickly change specific information for several invoices at the same time, such as discounts, use the Speed Status Change program (P03B114).
When you revise invoices that are generated from other systems, such as Sales Order Management, the system returns a message that recommends that you make the revision in the originating system, and then reprocess the invoice. The system stores the originating system code in the OMOD (Originating Module) field.
When you revise an invoice, the system attempts to recalculate domestic and tax amounts, even if you do not attempt to revise an amount field. For example, if you revise the invoice remark on a foreign invoice with taxes, the system:
Attempts to recalculate the tax and gross amount on the invoice. If the gross amount does not equal the taxable plus taxable amounts, within the tolerance ranges that are established in the Tax Rules by Company, the system returns a warning or error and the change is not accepted.
Recalculates the domestic amounts. If the system calculates a different value for the domestic gross, taxable, or tax amounts, this might cause an out-of-balance condition between the invoice and G/L distribution, or an integrity issue between the two systems (for example Sales Order Management and Accounts Receivable).