Editing Payable Credit Notes

To update selected details on a payable credit note, click Edit on a payable credit note detail or list page, at any time prior to posting, and then change the fields you want to update.

See Payable Credit Note Fields for a full description of the standard fields that make up a payable credit note.

We do not recommend changing a default value if it is applicable to the line item that you want to add or edit.

For information about maintaining the lines on an existing credit note, see Payable Credit Note Line Items.

When you have finished, click Save. You can also click Save & New to save the current document and immediately begin to create another.

Note: The Save & Newbutton is not available forLightning Experience.

Amending a Posted Payable Credit Note

This section describes how to amend a posted payable credit note inLightning Experienceand in the different editions of our application. If you are unsure about the version you are using, contact your administrator.

Once you have posted the payable credit note, that is, when the credit note status is "Complete", you can only amend (add, edit or delete) the values in the following detail fields:

Notes:
  • When you have one current company selected in single-company mode, you do not need to specify a company when amending a payable credit note for the currently selected company.
  • When you have more than one current company selected in multi-company mode, you can amend a payable credit note for any of the selected companies. You do not need to change the current company.
  • Administrators can amend payable credit notes for any of their user companies, regardless of their current company selection.

To amend the details of a payable credit note:

  1. Click thePayable Credit Notestab.
  2. From the list view, click the "Complete" payable credit note that you want to amend.
  3. On the credit note detail page, clickAmend Details. The Amend Payable Credit Note window displays.
  4. Modify the fields listed above as required. For more information on the fields, see Payable Credit Note Fields.
  5. ClickSave.

For information on how to amend payable credit note lines, seeAmending Lines after Posting.

To amend (add, edit or delete) the contents of a limited set of fields on a posted payable credit note, do one of the following:

The changes that you make are also automatically reflected in both the related transactionClosed A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.

Note 1:

The ability to edit custom fields that have been set up for sub-analysis mapping is controlled by the Enable Edit Sub-Analysis (after posting) field in the Accounting Settings custom setting. If you cannot edit these fields on a posted document, contact your administrator.

Notes:
  • The ability to edit dimensions on a posted document is controlled by the Enable Edit Dimensions (after posting) field in the Accounting Settings custom setting. If you find you cannot edit dimensions on a posted document, contact your administrator.
  • If you edit a pre-existing dimension on a posted document, the new one must have the same currency as before, or be home, document or dual currency. If you add a new dimension to a posted document where one didn't exist previously, it must be in document, home or dual currency.
  • You cannot edit dimensions on a posted document if its period is closed. This validation is unaffected by the custom setting.
  • You can use the standard Salesforce tracking field history feature on the transaction line item custom object to track changes to these fields. See the Salesforce Help for more information. Remember to add the Transaction Line Item History related list to your page layout.