Allow editing of sales order invoices once processed
When you are processing an invoice and have completed all details including the customer details and line items you are adding to the invoice, and you click process invoice you cannot go back into the invoice and make any edits, such as if you typed in the incorrect quantity of a line item or incorrect product or incorrect price, etc. We would then have to do a credit for the incorrect invoice processed and create another invoice.
Our idea is to allow the functionality of editing an invoice for certain users only, such as admin only which minimises theft and corruption whereby all users do not have this ability to go back and edit invoices, but also in the case that this human error does occur, there is a system in place to alert someone with higher clearance that can make the required and necessary changes.
What is the workaround for the problem today?
Once the invoice is processed and we find it to be incorrect, we create a credit note to cancel out the invoice and then issue another invoice with the correct data and information.
An invoice affectes the General Ledger ,Customer ledger as well as stock in terms of qty and depending on other movements Costs as soon as invoice is processed.
Thus allowing a user to now edit/change posted data will cause data inconsitancies /descrepencies etc .
Rather use batch processing and once approved /verified these orders should be invoiced once.
An invoice affectes the General Ledger ,Customer ledger as well as stock in terms of qty and depending on other movements Costs as soon as invoice is processed.
Thus allowing a user to now edit/change posted data will cause data inconsitancies /descrepencies etc .
Rather use batch processing and once approved /verified these orders should be invoiced once.