Solution Properties
Solution ID:
200427112543634
Last Modified Date:
Fri Jul 24 15:16:25 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Edit a supplier credit (PC) transaction
Description

NOTE:

Foreign currency transactions - You can only edit non-critical fields on foreign transactions, if you need to amend a critical field, delete and re-enter the transaction.

Cause
Resolution

Edit the transaction

  1. Go to Suppliers, then select the required supplier.
  2. Select the Activity option, then select the required transaction.
  3. If the credit is allocated to another transaction and you use the VAT Cash Accounting or Flat Rate - Cash-based scheme, unallocate the credit.
  4. Press Edit transaction then make the required changes.
  5. For some fields, in 'Item Line Details', press Edit.
  6. Once complete, press Save then Yes.

NOTE:

Find out why you're unable to edit or delete a transaction. 

What happens when you edit a supplier batch credit

What happens to the transaction depends on whether you're editing a critical or non-critical field and whether it's VAT reconciled or not:

Not VAT reconciled Critical field The software deletes transaction and replaces it with an amended credit.
Non-critical field The software amends the existing credit with the new values.
VAT reconciled  Critical field The software reverses the credit and automatically posts a supplier invoice. it also posts a newly amended credit.
Non-critical field The software amends the existing credit with the new values.

 

[BCB:19:UK - Sales message :ECB]
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