Points to Consider when Updating Receivables Invoices

The PATCH action has the following limitations:

• Receivables Invoices (parent resource): You can only update the InvoiceStatus, PaymentTerms, TransactionDate, InvoicePrinted, OriginalPrintDate, LastPrintDate, DeliveryMethod and Email attributes.
• Receivables Invoices (parent resource): You can only update the OriginalPrintDate, LastPrintDate, DeliveryMethod and Email attribute if you pass value Y for the InvoicePrinted attribute.
• Receivables Invoices (child resources): You can use child resources, except receivables installments, only at the time of receivables invoice creation. They can't be used to make updates to existing receivables invoices.
  • For example, if you create a receivables invoice without descriptive flexfields, you cannot use the receivables invoices descriptive flexfields resource to set it later.
  • You can update the InstallmentDueDate and OriginalAmount attributes for an existing receivables invoice by using the receivables installments child resource.

Note:

Only updates to the attributes called out explicitly using the PATCH action are supported. Updates to other attributes aren't supported.

Receivables Invoices

Consider these key points when using the PATCH action of the Receivables Invoices resource to update payment terms of the invoice resulting in new installments being created.

You can't update payment terms under any of these conditions:

• The invoice is accounted and posted to the General Ledger.
• There is any activity or receipt application against any of the invoice installments.
• The Override Terms option on the profile of the customer account or customer site assigned to the invoice isn't enabled. If the option isn't enabled, you can't override the payment terms on the invoice for this customer account or customer site.

Receivables Invoice Installments

Consider these key points when using the PATCH action of the Receivables Invoice Installments resource to update the Due Date or Original Amount on an existing installment of a fully open or partially paid invoice.

• You can update both the installment due date and original amount on fully open or partially paid invoices.
• You can't update an installment on incomplete invoices.
• You can't update an installment that is fully paid and is in a closed status.
• Don't use the value of N for the AR_UPDATE_DUE_DATE profile option.
• The original installment amount must be a positive amount greater than zero.
• You can't update the original installment amount if:
  • There are disputes pending approval against the invoice.
  • The invoice is included in a balance forward bill.

The REST API validates:

• That the sum of the original amount of the updated installment amount along with the other installment lines of the invoice doesn't exceed the total transaction amount in the entered currency.
• If the invoice has a receipt against it, then the updated original amount is greater than the amount already paid against the installment.