Modify Posting Proposal

Explanation

This activity is used to modify postings on the invoice (if necessary), before the invoice is finally posted. In some instances, it might be necessary to change the postings of the invoice before the final posting.  The line could still be confirmed while modifying the postings. When the posting line has been corrected, it needs to be authorized again before the final posting is performed. 

Prerequisites

In order to perform this activity:

• An invoice must exist with a posting proposal.
• If the line you are going to modify is already authorized, the user should be connected to an authorizer who has the rights to cancel the authorization on a posting line.
• If the lines are already authorized, the authorization should be removed. This can be done by the authorizer, the superior authorizer, or an authorizer with super access. Alternatively, a user with administrator rights can modify the posting lines without removing the authorization.

System Effects

As a result of this activity, the posting line of the posting proposal will be changed. 

Window

Posting Proposals
Manual Supplier Invoice

Related Window Descriptions

Posting Proposals 
Manual Supplier Invoice 
Posting Proposal
Instant Authorization

Procedure

1. Open the Posting Proposals window.
2. Populate or query for the posting proposal for which you would like to correct the postings.

To modify postings in the Posting Proposal window:

1. Select the record, right-click and then click Posting Proposal. The Posting Proposal window opens.
2. If the posting line you want to modify is already authorized or acknowledged, click the Authorize tab, select the record, right-click and then click Cancel.
3. Click the Lines and Posting Info tab. Make the necessary modifications in the relevant posting line.
4. Save the information.

To modify postings in the Instant Authorization window:

1. Select the record, right-click and then click Instant Authorization. The Instant Authorization window opens.
2. If the posting line you want to modify is already authorized or acknowledged, select the record, right-click and then click Cancel.
3. Make the necessary modifications in the relevant posting line.
4. Save the information.