Existing AP invoices are edited on the AP Invoice Form. See AP Invoice Form Details for the complete field reference.
Security
Users must have the following permission(s) to edit an AP invoice:
Accounting:
Accounts Payable → AP Invoices → Edit AP Invoices
Inventory:
Food → AP Invoices → Edit AP Invoices
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Steps - Inventory
Open the Inventory app.
Select Invoices.
Navigation Steps - Accounting AP Transactions
Open the Accounting app.
Expand Accounts payable.
Select AP Transactions (New).
Navigation Steps - Accounting All Transactions
Open the Accounting app.
Expand Transactions.
Select All Transactions.
To open an existing invoice, double click an AP invoice from the grid.
AP Invoices cannot be created directly from this page. However, they can be created using the Create button at the top of the screen.
Edit an AP Invoice
Only invoices that are unapproved and unlocked can be edited.
Follow these steps to edit an AP invoice:
Click steps to expand for additional information and images.
1) From either the AP Transactions page (Accounting) or Invoice page (Inventory), locate and click the AP invoice that needs to be edited.
2) Update the necessary fields.
See AP Invoice Form Details for the complete field reference.
3) Click Complete, a Save option, or an Approve option to save the changes.
