| | Edit a supplier invoice (PI) transaction |
| Description | The VAT scheme you use determines what you need to do to edit an invoice. Answer the questions in the section below to be provided the correct steps to edit a supplier invoice based on what VAT scheme you use.  NOTE: If you do not pay VAT, follow the same steps as for Standard VAT.
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| Resolution | [BCB:18:Wizard code:ECB] Which VAT scheme are you using? - Click Settings then click Company Preferences and click the VAT tab.
- Check which VAT scheme appears under VAT Scheme box, then click OK.
Click what you're using below.
Standard VATnull;null;wiz_VATstd,wiz_VAT VAT Cash Accountingnull;null;wiz_VATvca,wiz_VAT Flat Rate - Invoice basednull;null;wiz_VATstd,wiz_VAT Flat Rate - Cash basednull;null;wiz_VATvca,wiz_VAT What do you want to edit? Is the field you want to edit a critical or non-critical field? | Critical fields | Non-critical fields | Account
Bank
Date
Nominal code
Net amount
Tax code
Tax amount
Exchange rate | Details
Department
Reference
Ex. Ref.
Bank Reconciled flag
Bank Rec. Date. | NOTE: Foreign currency transactions - The only critical field you can edit is the exchange rate. To amend any other critical field, delete then re-enter the transaction. Critical fieldnull;null;wiz_VATvca,wiz_critical Non-critical fieldnull;null;wiz_VATvca,wiz_noncritical Restartnull;null;wiz_VATvca,wiz_VAT Edit a non-critical field - Click Suppliers, click the required supplier then click Activity.
- Click the required transaction, then click Edit transaction.
To amend some fields, in Item Line Details you must click Edit, make the changes, then click Close.
- Make the required changes, click Save then click Yes.
Backnull;null;wiz_noncritical,wiz_VATvca Restartnull;null;wiz_noncritical,wiz_VAT Is the invoice outstanding or has it been paid? To check, click Suppliers, click the required supplier then click Activity. Identify the required transaction and check the O/S column. - If the O/S column is blank, click Paid.
- If an amount appears in the O/S column, click Outstanding.
Paidnull;null;wiz_critical,wiz_paid Outstandingnull;null;wiz_critical,wiz_os1 Backnull;null;wiz_critical,wiz_VATvca Restartnull;null;wiz_critical,wiz_VAT Is the outstanding invoice part-paid? To check, click Suppliers, click the required supplier then click Activity. Identify the required transaction and check the O/S column. - If a * appears to the right of the value, click Outstanding.
- If a p appears to the right of the value, click Part-paid.
Outstandingnull;null;wiz_os1,wiz_os2 Part-paidnull;null;wiz_os1,wiz_paid Backnull;null;wiz_os1,wiz_critical Restartnull;null;wiz_os1,wiz_VAT Edit an outstanding invoice - Click Suppliers, click the required supplier then click Activity.
- Click the required transaction, then click Edit transaction.
To amend some fields, in Item Line Details you must click Edit, make the changes, then click Close.
- Make the required changes, click Save then click Yes.
Backnull;null;wiz_os2,wiz_os1 Restartnull;null;wiz_os2,wiz_VAT Edit the invoice NOTE: Foreign currency transactions - You can only edit non-critical fields and the exchange rate on foreign transactions. To amend other critical fields, delete then re-enter the transaction. - Click Suppliers, click the required supplier then click Activity.
- Click the required transaction, then click Edit transaction.
To amend some fields, in Item Line Details you must click Edit, make the changes, then click Close.
- Make the required changes, click Save then click Yes.
Backnull;null;wiz_VATstd,wiz_VAT Unallocate and edit the invoice You must unallocate the invoice, then amend the transaction as required: - Click Suppliers, click the required supplier then click Activity.
- Click the supplier invoice, PI, you want to amend then click Unallocate transaction.
- Click Yes then click Edit transaction.
To amend some fields, in Item Line Details you must click Edit, make the changes, then click Close.
- Make the required changes, click Save then click Yes.
Backnull;null;wiz_paid,wiz_critical Restartnull;null;wiz_paid,wiz_VAT [BCB:19:UK - Sales message :ECB]
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