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How to Edit/Delete Approved Receipt?
How to Edit/Delete Approved Receipt?

Edit an approved receipt in ProcureDesk.

Updated over 4 months ago

Once an invoice is created against a PO, the respective receipt cannot be edited directly. You must unlink the PO from the Invoice to modify the receipt.

Prerequisites

  • Access to the Invoice and Receipt module.

  • Necessary permissions to modify invoices and edit receipts.

Step-by-Step Instructions

  1. Modify the Invoice

    • Navigate to the invoice associated with the PO.

    • If the invoice is in the draft, unlink the PO from it. If it is approved, do a "Change Invoice" and then unlink the PO from the invoice.

  2. Revert the Receipt

    • Follow the instructions in this guide to revert the receipt status.

    • The receipt status will change to 'Draft' after reverting.

  3. Edit the Receipt

    • Once the receipt is in 'Draft' status, you can edit it as needed.

FAQs and Troubleshooting

  1. What if I can't delete the invoice?

    • Ensure you have the required permissions. Contact your company's administrator or ProcureDesk if you lack permission.

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