Correcting Qty on Invoice

Yahoo Archive
1
Thank you to everyone for your replies. I knew it was probably pretty
simple - just didn't seem obvious at the time!

Marilyn Fairchild
Systems Administrator
Pickwick Manufacturing



[Non-text portions of this message have been removed]
2
First, we're on Version 5.0.
Our A/R person has a question I can't answer, but I'm sure someone out there
can.
Our shipping department created a packing slip showing the shipped quantity
as 20. An error - only 10 were shipped. Error was not caught until the
invoice had been created for 20. Invoice has not yet been posted. Is there
any way to change the qty from 20 back to 10 on the invoice? If we go back
and reopen the packing slip and change the quantity, how does that affect
the already created invoice? What are the repercussions if we deleted the
invoice first, then go back and correct the packing slip? Or should we
delete both and start from scratch? How does any of this affect the
variance or clearing accounts?

Thanks for any help .

Marilyn Fairchild
Systems Administrator
Pickwick Manufacturing Services




[Non-text portions of this message have been removed]
3
We go back, delete the invoice, and correct both the invoice and packing
slip so our history is accurate. If you have created other invoices, the
invoice number will change. Should leave an additional 10 parts on the job
or in inventory - as reflects reality. You cannot change the packing slip
without deleting the invoice.

Deb Wilmoth
Controller
Reeder & Kline Machine Company, Inc.
Vantage 5.0


-----Original Message-----
From: Marilyn Fairchild [mailto:mfairchild@...]
Sent: Thursday, October 09, 2003 10:07 AM
To: 'Vantage (Vantage List)'
Subject: [Vantage] Correcting Qty on Invoice



First, we're on Version 5.0.
Our A/R person has a question I can't answer, but I'm sure someone out there
can.
Our shipping department created a packing slip showing the shipped quantity
as 20. An error - only 10 were shipped. Error was not caught until the
invoice had been created for 20. Invoice has not yet been posted. Is there
any way to change the qty from 20 back to 10 on the invoice? If we go back
and reopen the packing slip and change the quantity, how does that affect
the already created invoice? What are the repercussions if we deleted the
invoice first, then go back and correct the packing slip? Or should we
delete both and start from scratch? How does any of this affect the
variance or clearing accounts?

Thanks for any help .

Marilyn Fairchild
Systems Administrator
Pickwick Manufacturing Services




[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
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[Non-text portions of this message have been removed]
4
We do this all the time. Just delete the invoice in the A/R group and then
change the packing slip. Should have no problems unless they cross months.

Randall Lunsford
Excel Machinery, Ltd.
e-mail: rlunsf@...
Phone: (806) 335-4565 ext. 531
Fax: (806) 335-9017

-----Original Message-----
From: Marilyn Fairchild [mailto:mfairchild@...]
Sent: Thursday, October 09, 2003 10:07 AM
To: 'Vantage (Vantage List)'
Subject: [Vantage] Correcting Qty on Invoice


First, we're on Version 5.0.
Our A/R person has a question I can't answer, but I'm sure someone out there
can.
Our shipping department created a packing slip showing the shipped quantity
as 20. An error - only 10 were shipped. Error was not caught until the
invoice had been created for 20. Invoice has not yet been posted. Is there
any way to change the qty from 20 back to 10 on the invoice? If we go back
and reopen the packing slip and change the quantity, how does that affect
the already created invoice? What are the repercussions if we deleted the
invoice first, then go back and correct the packing slip? Or should we
delete both and start from scratch? How does any of this affect the
variance or clearing accounts?

Thanks for any help .

Marilyn Fairchild
Systems Administrator
Pickwick Manufacturing Services




[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
5
Hi Marilyn,

We delete the invoice and then go back and correct the packing slip. We
have not had any problems with that process. You then have to unclick the
"invoiced" and "shipped" on the packing slip so you can make changes. Then
ship it again. It will show up in the next batch of invoices. It is a
whole lot easier catching these and correcting them before they are posted.

Mary Horsey
HR Manager
Greene Rubber Company
20 Cross Street
Woburn, MA 01801
781-497-1851 (p)
781-937-9739 (f)


-----Original Message-----
From: Marilyn Fairchild [mailto:mfairchild@...]
Sent: Thursday, October 09, 2003 11:07 AM
To: 'Vantage (Vantage List)'
Subject: [Vantage] Correcting Qty on Invoice



First, we're on Version 5.0.
Our A/R person has a question I can't answer, but I'm sure someone out there
can.
Our shipping department created a packing slip showing the shipped quantity
as 20. An error - only 10 were shipped. Error was not caught until the
invoice had been created for 20. Invoice has not yet been posted. Is there
any way to change the qty from 20 back to 10 on the invoice? If we go back
and reopen the packing slip and change the quantity, how does that affect
the already created invoice? What are the repercussions if we deleted the
invoice first, then go back and correct the packing slip? Or should we
delete both and start from scratch? How does any of this affect the
variance or clearing accounts?

Thanks for any help .

Marilyn Fairchild
Systems Administrator
Pickwick Manufacturing Services




[Non-text portions of this message have been removed]



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/