5.4 Edit Receivables and Payables

This topic describes the systematic instruction to edit the invoices/debit notes/purchase orders.

Perform the following steps post searching the invoices/debit notes/purchase orders for the Edit action:

1. On Receivables and Payables Management screen, select the action as Cancel.
2. Click Proceed to view the search parameters.
3. Specify the value for at least one mandatory field to search the instrument(s).
4. Click Search to view the search results.
   The Edit Invoice/Debit Note screen displays.

   Figure 5-9 Edit Invoice/Debit Note

   
   

   
   Description of "Figure 5-9 Edit Invoice/Debit Note"

   
   

   The Edit Purchase Order screen displays.

   Figure 5-10 Edit Purchase Order

   
   

   
   Description of "Figure 5-10 Edit Purchase Order"

   
   
5. Optional: In the Reference/PO Number column, click the link to view the details of the instrument.
6. Select the invoice/debit note/PO to be edited.
7. Optional: In the Remarks field, enter any relevant remarks.
8. As per selection, do one of the following:
   • For Invoice/Debit Note:
     1. In the New Due Date field, click the Calendar icon and select the new due date.
     2. In the New Funding Request Date field, click the Calendar icon and select the new funding date.
   • For Purchase Order:
     1. In the New Promised Shipment Date field, click the Calendar icon and select the new date for shipment delivery.
9. Click Apply to make changes in the grid.
10. If required, click Undo to revert the applied changes.
11. Click Submit to accept the invoice/debit note/PO and send it for authorization (if applicable).