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Trace: • Invoice Voids/Adjustments - BAR3300 • Grant Types • grantprojectsmanagempuserprofiles • pmispositionadmin_budget_body • bud_acc_code_detail_requested
accountsreceivable:maintenance:invoicevoidsadjustments

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accountsreceivable:maintenance:invoicevoidsadjustments [2019/04/16 16:19] – emorenoaccountsreceivable:maintenance:invoicevoidsadjustments [2023/09/05 18:45] (current) – emoreno
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 //**Accounts Receivable > Maintenance > Invoice Voids/Adjustments**// //**Accounts Receivable > Maintenance > Invoice Voids/Adjustments**//
  
-<WRAP round intro>This page is used to make adjustments to the budget amounts for printed invoices that were already sent to the customer. Once the invoice is printed, you cannot change the customer or service/product information. You can lower the amount to be paid, change budget code data, or void the invoice. If you need to increase the invoice total amount, you must issue another invoice.</WRAP>+<WRAP round intro>This page is used to make adjustments to the budget amounts for printed invoices that were already sent to the customer. Once the invoice is printed, you cannot change the customer or service/product information. You can lower the amount to be paid, change budget code data, or void the invoice.  An invoice that is approved but not printed cannot be voided, deleted, or reversed. If you need to increase the invoice total amount, you must issue another invoice.</WRAP>
  
  
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 ^Retrieve an invoice.|{{page>general:acct_recv_search_for_invoice_retrieve_notes}}| ^Retrieve an invoice.|{{page>general:acct_recv_search_for_invoice_retrieve_notes}}|
  
-Under **Budget Adjustments**:+VCV Under **Budget Adjustments**: 
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Original Amt|The total for each account code at the time the invoice was printed is displayed.| ^Original Amt|The total for each account code at the time the invoice was printed is displayed.|
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 ^Void Reason|Type a reason for the voiding of the selected checks. The information from this field is used as the description for the finance transactions that are created when invoices are voided. If a void reason is not entered, the finance transactions use the default adjustment description.| ^Void Reason|Type a reason for the voiding of the selected checks. The information from this field is used as the description for the finance transactions that are created when invoices are voided. If a void reason is not entered, the finance transactions use the default adjustment description.|
  
-Under **Budget Adjustments**:+VCV Under **Budget Adjustments**:
 ^Adjust Amt|Type the new amount for that account to create an invoice adjustment.{{page>general:acct_recv_void_adjustment}}| ^Adjust Amt|Type the new amount for that account to create an invoice adjustment.{{page>general:acct_recv_void_adjustment}}|
  
-Click **Refresh Description** after an existing object code number is entered to update the **Description** field. The object code description is populated from the Object tab.+VCV Click **Refresh Description** after an existing object code number is entered to update the **Description** field. The object code description is populated from the Object tab.
  
-Click **Update Totals** to update the **Budget Adjustments Total** field.+VCV Click **Update Totals** to update the **Budget Adjustments Total** field.
  
-^Account Code|++|{{page>general:acct_rec_account_code}}++|+^Account Code|{{page>general:acct_rec_account_code}}|
 ^Amount|{{page>general:acct_rec_invoice_amount}}| ^Amount|{{page>general:acct_rec_invoice_amount}}|
  
 The detail section displays the adjustment transactions for the highlighted account code. The adjustment transactions list is display only. Each row includes the adjustment date, account code, adjustment amount, adjustment reason, and user ID. The detail section displays the adjustment transactions for the highlighted account code. The adjustment transactions list is display only. Each row includes the adjustment date, account code, adjustment amount, adjustment reason, and user ID.
  
-Click **Save**.+VCV Click **Save**.
  
 <WRAP box>**Notes**: <WRAP box>**Notes**:
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 ^+Add|{{page>general:warehouse_plus_add}}| ^+Add|{{page>general:warehouse_plus_add}}|
 ^Retrieve|{{page>general:retrieve}}| ^Retrieve|{{page>general:retrieve}}|
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|{{page>general:deletearow}}| 
-^Print Copy|{{page>general:acct_rec_printcopy}}| 
 ^Notes|{{page>general:acct_rec_notes}}| ^Notes|{{page>general:acct_rec_notes}}|
 +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
- 
  
  
 {{indexmenu_n>20}} {{indexmenu_n>20}}
accountsreceivable/maintenance/invoicevoidsadjustments.1555431592.txt.gz · Last modified: 2019/04/16 11:19 (external edit)

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