Edit Line Item Data While Creating a New Invoice

Task Performed by: AP Processor, AP Manager

  1. Navigate to the ‘Create/Edit Invoice’ page, select the relevant Purchase Order # from the drop down menu. The Company Code, Supplier, Payment Terms (if it is set), and the line item fields are then populated.                                                                                                     
  2. Scroll down to the line item section and click on the ‘pencil’ icon on the right of the line item that you want to edit, as shown below. 
  3. Edit the line item fields that you want to modify, as shown below. 
  4. Once you’re done editing the line item field(s), click on the ‘tick’ icon. To cancel the changes performed, click on the ‘X’ (cross) icon next to the ‘tick’ icon.
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