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 & New button is not available for Lightning Experience.

Amending Posted Payable Credit Notes

This section describes how to amend a posted payable credit note in Lightning Experience and 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.

Amending a Single Payable Credit Note

To amend the details of a single payable credit note:

  1. Click the Payable Credit Notes tab.
  2. From the list view, click the "Complete" payable credit note that you want to amend.
  3. On the credit note detail page, click Amend 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, see Amending Lines after Posting.

Amending Multiple Payable Credit Notes

To amend the details of multiple payable credit notes using Lightning:

  1. Click the Payable Credit Notes tab.
  2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Use the checkboxes on the left to select the payable credit notes that you want to amend. We recommend selecting no more than 200 credit notes.
  4. Click Amend. The window for amending payable credit notes displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
  5. Do one of the following for each field you want to amend:
    • To specify a new field value for the selected payable credit notes:
      Enter or select the field value you want. New field values overwrite the existing ones. If you leave the field blank, its values are not amended.
    • To clear a field's values from the selected payable credit notes:
      Select the checkbox under each non-mandatory field you want to clear. This sets the field's values on the selected payable credit notes to "None". When selecting a checkbox to clear field values, leave the related field blank. Selecting the drop-down value "None" manually does not clear field values on the selected credit notes.

      For more information on the fields, see Payable Credit Note Fields.
  6. Click Amend.
Notes:
  • You cannot amend non-editable or mandatory fields.
  • You cannot use the checkbox value --None-- to amend field values.

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.