Editing AP Transactions from the Purchased Item Record

When needed, users with the appropriate permissions can edit certain fields on AP credit memos or AP invoices from within the Transactions tab of the purchased item record.

Security

To edit either AP Invoices or AP Credit Memos within Smart Ops, users must have the following permissions:

Food
- AP Invoices
  - View AP Invoices Within Food
  - Edit AP Invoices
- AP Credit Memos
  - View AP Credit Memos Within Food
  - Edit AP Credit Memos

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.

To edit an AP transaction, from the purchased item record, follow these steps:

1) Open the necessary purchased item record and navigate to the Transactions tab.

2) From the Item Transactions table, locate the AP invoice or AP credit memo that needs to be edited. Click the transaction entry.

3) This will open the Edit Invoice or Edit Credit Memo form as a sidesheet.

4) From this form, users may edit any of the following, as needed:

5) Once the necessary changes have been made, click Save to save the Invoice/Credit Memo.

	Field	Description
1	Invoice/Credit Memo	The hyperlinked AP invoice number or AP credit memo number. Clicking the number will open the invoice/credit memo in a new tab.
2	Location	The location that the transaction is connected to.
3	Date	The date that the transaction occurred.
4	Vendor	The vendor that sent the invoice/credit memo.
5	Vendor Item	The vendor item that the invoice/credit memo is synced to. This field is editable.
6	U of M	The unit of measure of the item on the invoice/credit memo. This field is editable.
7	Each Amount	The cost per unit of the item. This field is editable.
8	Quantity	The number of units of the item. This field is editable.
9	Reflected Total	The total based on the product of the form's Quantity and Each Amount. This Reflected Total must match the Invoiced Total in order to save any edits made to the transaction. When the Reflected Total and Invoiced Total do not match, the Reflected Total will feature an X icon, and the Save button will be disabled.
10	Invoiced Total	The total dollar amount on the invoice or credit memo. The Reflected Total must match this total in order to save any edits made to the transaction.