Edit Posted Documents

Article
12/21/2022

Sometimes you have to update a posted document because information that is relevant to the document has changed. On a posted sales document, this can be the shipping agent's package tracking number, for example. On a posted purchase document, this can be a payment reference text.

You perform the change on an editable version of the original document, indicated by "- Update" in the page title. The page contains a subset of the fields on the original document, of which some are non-editable fields that are shown for information only.

The functionality is available for the following documents across all supported markets:

Posted Sales Shipment
Posted Purchase Invoice
Posted Return Shipment
Posted Return Receipt

The following additional documents can be edited in the specified countries or regions:

ES: Posted Sales Invoice, Posted Sales Credit Memo, Posted Purchase Credit Memo
APAC: Posted Sales Credit Memo, Posted Purchase Credit Memo
RU: Posted Sales Credit Memo
IT: Posted Transfer Shipment, Posted Service Shipment

To edit a posted sales shipment

The following explains how to edit a posted sales shipment. The steps are similar for the other supported documents.

Choose the icon, enter Posted Sales Shipments, and then choose the related link.
Select the document that you want to edit, and then choose the Update Document action. Alternatively, open the document and then choose the action.
On the Posted Sales Shipment - Update page, edit the Package Tracking No. field, for example.
Choose the OK button.

The posted sales shipment is updated.

Edit Posted Documents

To edit a posted sales shipment

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