Process Correction Documents in Receivables

The correction document is created based on the original document that needs to be corrected.

The Correction Documents for Poland background process creates the correction document in the Receivables invoice interface tables and automatically submits the Receivables AutoInvoice process to import the correction document and make it available on the Manage Transactions page.

Create a Correction Document

To create a correction document, complete these steps:

1. On the Schedule Processes page, schedule a new process.

2. On the Process Details dialog box, enter values for the parameters in this table:

   Parameter	Description
   Business Unit	Enter the business unit for which the transaction was created.
   Customer Name	Enter the customer involved in the transaction.
   Transaction Number	Enter the transaction number to be corrected.
   Correction Reason	Enter the reason for the correction.
   Transaction Date	Enter the transaction date to be applied to the correction invoice.
   Accounting Date	Enter the accounting date to be applied to the correction invoice. The accounting date must be in an open or future-enterable period.
   Whole Price Adjustment	Select Yes to adjust the price of all lines on the correction invoice to zero.
   Adjust All Lines	Select Yes to apply a discount to all invoice lines on the correction invoice.
   Discount Percentage	Enter the percentage discount to be applied to all lines on the correction invoice.

3. Click Submit.

4. After the process completes, review the log file for the transaction number of the correction invoice that has been created.

Update a Correction Document

To correct or update a correction document, complete these steps:

1. Navigate to Receivables> Billing.

2. On the Tasks panel tab, click the Manage Transactions link in the Transactions section.

3. On the Manage Transactions page, search for the correction document you want to update.

4. Update the Invoice Status to Incomplete, and click Edit.

5. Add Document Fiscal Classification to the transaction header.

   Note: You cannot modify these reversal lines attributes:

   • Line Number

   • Description

   • Quantity

   • Unit Price

   • Transaction Business Category

   • Previous Invoice

   • Previous Line

6. Update other fields as required, and click Save and Close.

7. Navigate to the Scheduled Processes work area, and search for the Process Tax Point Date Adjustment task.

8. Submit the task to update the tax lines with the revised tax point date.