Scenario
By system default, modification of transactions are not allowed once the transaction has already been knockoff.
The modification transactions are included:
Customer modules | Supplier Modules | Sales Module | Purchase Module |
Invoices | Bills | Sales Invoices | Purchase Invoice |
Debit Notes | Supplier DN | Sales DN | Purchase DN |
Past Invoices | Past Bills | Cash Sales | Cash Purchase |
Past Customer DN | Past Supplier DN |
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Solution
1.To know which transactions has been knockoff the invoice, you can find out from here.
Go to View > Customer Reports > Master Reports > Invoice Matching Listing
Filter the invoice only > Preview
The report shows the matching document at the right.
The example here showing OR2308/023
2. Search the particular transaction (OR2308/023) > Notice that it has been knockoff.
3. In order for you to edit the invoice, you have 2 options.
1st Option | Unmatched this OR |
Advantage | User aware the transaction has unmatched |
Disadvantage | If there is any other invoice has to be amended in future, user has to apply the same solution |
2nd Option | Ticked “Allow Modify After Knockoff” in System Option |
Advantage | Once this setting is ticked, user can just edit the invoices |
Disadvantage | The matching status in OR becomes unticked. |
4. To apply option 2 solution, go to Maintenance > System Option > General >
Tick the setting. “Allow Modify After Knockoff”
5. If you edit the invoice now, system will prompt a reminder message as below,
but you still able to proceed by clicking “Ignore And continue”
For details please refer to attachment