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Background documentationUpdating and Deleting Posted Sales Documents Locate this document in the navigation structure

 

After you have posted a sales document, you can no longer delete the document or make any changes that affect inventory entries or journal entries. For example, you cannot change or delete deliveries or invoices for legal reasons. You must either reject or reverse them by means of a clearing posting.

You cannot change or delete the rows in a sales document once follow-on documents have been created with reference to the rows in the sales document.

For some localizations however, you can change certain data on posted sales documents. For example, if your customer calls and wishes to postpone the payment date of an invoice or change the payment method.

Prerequisites

  • You use one of the following localizations of SAP Business One: Australia, Austria, Belgium, Canada, Chile, Costa Rica, Czech Republic, Finland, France, Germany, Guatemala, Hungary, Israel, Italy, Japan, Mexico, the Netherlands, New Zealand, Norway, Panama, Poland, Portugal, Russia, Slovakia, South Africa, Spain, Sweden, Switzerland, United Kingdom, and the United States.

  • You have full authorization to modify posted A/R documents (check under   Administration   System Initialization   Authorizations   Sales  ).

Activities

You can modify the following data in A/R invoices, A/R down payment requests, A/R down payment invoices, A/R reserve invoices, and A/R credit memos after posting them in SAP Business One:

  • Due date (if the document was not partially or fully copied into another document, or partially or fully paid)

  • Payment method (if the document was not partially or fully copied into another document, or partially or fully paid)

  • Pay-to data (if the document was not partially or fully copied into another document, or partially or fully paid)

    • Sales employee (can be changed anytime)

    • Buyer (can be changed anytime)

    • Owner (can be changed anytime)

    • Lines of text (can be changed anytime)

Furthermore, it is possible to modify data in deliveries and returns. You can change the following data:

  • Payment terms (if the document was not partially or fully copied into another document, or partially or fully paid)

  • Payment method (if the document was not partially or fully copied into another document, or partially or fully paid)

  • Pay-to data (if the document was not partially or fully copied into another document, or partially or fully paid)

    • Sales employee (can be changed anytime)

    • Buyer (can be changed anytime)

    • Owner (can be changed anytime)

    • Lines of text (can be changed anytime)

You can also change the due date of any open installments (unreconciled, not yet fully or partially paid installments) in A/R invoices and A/R reserve invoices.

The changes you make are tracked in the SAP Business One change log. When you print an already posted sales or purchasing document after you made some changes to it, the printout includes all modifications and the title “Amended”.