Process Transactions Manually in Payables

The tax point date of a Payables transaction can be adjusted at header or line level.

The transaction must have a tax point basis of Invoice, and a status of Validated. After changing the tax point date in the Manage Invoices pages, the tax manager must submit the Process Tax Point Date Adjustments process.

Invoice Header

Complete these steps to adjust the tax point date at invoice header level:

1. Navigate to Payables> Invoices.

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

3. Enter the relevant information, and click Search.

4. Select the invoice to be adjusted, and click Edit from the Actions menu.

5. Click the link Show More to view the Invoice Header section.

6. Click the Miscellaneous tab to see the regional information associated with Payables invoices.

7. In the Adjusted Tax Point Date field, enter a valid date.

8. Click OK.

9. Save your changes.

Invoice Lines

Complete these steps to adjust the tax point date at invoice line level:

1. Navigate to Payables> Invoices.

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

3. Enter the relevant information, and click Search.

4. Select the invoice to be adjusted, and click Edit from the Actions menu.

5. Click the link Show More to view the Lines section.

6. The Update Additional Information dialog box appears.

7. In the Adjusted Tax Point Date field, enter a valid date.

8. Click OK.

9. Save your changes.