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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.

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.

Amending a posted payable credit note

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:

• In Classic EditionThe view of the application that you see when you first install the base managed package., click Amend Document.
• In Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured., click Classic Edit.

The changes that you make are also automatically reflected in both the related transactionA 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.

• Due Date (if not in the past)
• Credit Note Description
• Reference 1
• Reference 2
• Line Descriptions
• Vendor Invoice Number
• Credit Note Reason
• Dimensions 1–4 (see Notes)
• Income Tax Type (must be a federally reportable 1099 vendor)
• Custom fields that have been set up for sub-analysis mappingMapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 2)

Note:

Notes

The ability to edit dimensions on a posted document is controlled by a 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.

Note 2:

Note 2:

The ability to edit custom fields that have been set up for sub-analysis mapping is controlled by a custom setting. If you cannot edit these fields on a posted document, contact your administrator.

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