This topic describes the systematic instruction to edit the invoices/debit notes/purchase orders.

1. On Receivables and Payables Management screen, select the action as Edit.
2. Click Proceed to view the search parameters.
3. Specify the value for at least one mandatory field to search the instrument(s).
4. Click Search to view the search results.
   The Edit Invoice screen displays.

   Figure 5-9 Edit Invoice

   
   

   
   Description of "Figure 5-9 Edit Invoice"

   
   

   Figure 5-10 Edit Invoice - Basic Details

   
   

   
   Description of "Figure 5-10 Edit Invoice - Basic Details"

   
   

   Figure 5-11 Edit Invoice - Shipment Information

   
   

   
   Description of "Figure 5-11 Edit Invoice - Shipment Information"

   
   

   Figure 5-12 Edit Invoice - Pricing

   
   

   
   Description of "Figure 5-12 Edit Invoice - Pricing"

   
   

   The Edit Debit Note screen displays.

   Figure 5-13 Edit Debit Note

   
   

   
   Description of "Figure 5-13 Edit Debit Note"

   
   

   Figure 5-14 Edit Debit Note - Basic Details

   
   

   
   Description of "Figure 5-14 Edit Debit Note - Basic Details"

   
   

   Figure 5-15 Edit Debit Note - Shipment Information

   
   

   
   Description of "Figure 5-15 Edit Debit Note - Shipment Information"

   
   

   Figure 5-16 Edit Debit Note - Pricing

   
   

   
   Description of "Figure 5-16 Edit Debit Note - Pricing"

   
   

   The Edit Purchase Order screen displays.

   Figure 5-17 Edit Purchase Order

   
   

   
   Description of "Figure 5-17 Edit Purchase Order"

   
   

   Figure 5-18 Edit Purchase Order - Basic Details

   
   

   
   Description of "Figure 5-18 Edit Purchase Order - Basic Details"

   
   

   Figure 5-19 Edit Purchase Order - Shipment Information

   
   

   
   Description of "Figure 5-19 Edit Purchase Order - Shipment Information"

   
   

   Figure 5-20 Edit Purchase Order - Pricing

   
   

   
   Description of "Figure 5-20 Edit Purchase Order - Pricing"

   
   
5. Optional: In the Reference/PO Number column, click the link to view the details of the instrument.
6. Select the invoice/debit note/PO to be edited.
   The existing information gets auto-populated in the respective fields in the Basic Details, Shipment Information and Pricing tabs.
7. Switch the Bulk Edit toggle ON to edit the multiple instruments together.

   Note:

   Bulk edits can be done for instruments of the same buyer and seller only.
8. Specify/Modify the required fields.

   Note:

   Refer the Create Receivables and Payables topic for more information on the fields.
9. Click Apply to make changes in the grid.
10. If required, click Undo to revert the applied changes.
11. Click View Edits hyperlink in the Review Edits column to view the modified information.
    The View Edits popup screen displays.

    Figure 5-21 View Edits

    
    

    
    Description of "Figure 5-21 View Edits"

    
    
12. Click Submit to accept the invoice/debit note/purchase order and send it for authorization (if applicable).