Acquisitions > Modify Invoice Wizard

Modify Invoice Wizard

Use the Modify Invoice Wizard to retrieve an invoice and modify the invoice and invoice lines. A behavior property controls whether invoice lines can be removed and paid using this wizard.

To modify an invoice

In the Invoice Search step, identify the invoice you want to modify. A table of invoices meeting your search criteria appears.

Select an invoice and click Modify Invoice.

View information on the following tabs, and verify this is the invoice you want to modify.

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Invoice Tab

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Invoice Lines Tab

On the Invoice tab, you can modify the some of the invoice fields, if allowed in wizard properties. Other invoice fields that display are maintained by SirsiDynix Symphony and cannot be modified directly. See the Invoice Tab topic for more information.

On the Invoice Lines tab, select an invoice line, and use the following tools to display invoice line information. Go to the tool topics for more information.

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Display Bibliographic Description Helper

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Display Order Tools

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Display Invoiceline Tool

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Display Funds Summary Helper

Use the following tools to modify an invoice line. The availability of these tools depends on selections made in behavior properties. Go to the tool topics for more information.

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Modify Invoiceline Tool

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Delete Invoiceline Tool

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Pay Invoiceline Tool

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Reverse Payment Invoiceline Tool

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Modify Orderline Tool

Note: If an invoice line is paid, only the date paid, check number, and invoice line extended information can be modified.

Additionally, the following helpers are available.

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Prorate Invoice Helper

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Display All Invoice Lines Helper

After modifying an invoice or invoice line(s), click one of the following options.

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Modify Invoice after making changes on the Invoice tab

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Return to Search to search another invoice from the list

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New Search to search a new list of invoices

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Close to exit the Modify Invoice wizard

Important Considerations When Using this Wizard

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If Invoice Tax features are configured and you change the selection in the Tax Structure field, you are prompted to check each invoice tax line in the Invoice Lines tab to see if tax handling for the new tax structure should be modified. By default, the Tax Handling fields are set to Exempt or Standard on invoice tax lines according to the tax handling settings in the newly-selected tax structure. To change tax handling settings, you must select or a value in the Tax Handling fields on invoice lines; you cannot modify the Tax Handling fields on automatically generated invoice tax and tax rebate lines.

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If Invoice Tax features are configured, and you delete a taxed invoice line that has tax and/or tax rebate invoice lines associated with it, you must manually delete the tax and tax rebate lines from the invoice. The tax and tax rebate lines are not automatically removed when you delete an invoice line that is taxed.

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If Invoice Tax features are configured, and you change a vendor’s tax exemption status, the invoice is automatically modified as follows.

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If the Tax Exempt Vendor setting is changed in the vendor record, existing invoices are not affected.

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If the Tax Exempt Vendor setting is changed in the invoice from Y (yes) to N (no), and the Invoice Tax feature is configured to calculate taxes and tax rebates automatically, tax and tax rebate invoice lines will be automatically added to the invoice.

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If the Tax Exempt Vendor setting is changed in the invoice from N (no) to Y (yes), and the invoice contains tax and/or tax rebate lines, all tax and tax rebate lines are removed from the invoice. The invoice totals are recalculated, and funds originally specified in the tax and tax rebate lines are adjusted. Users are prompted to confirm the removal of the tax and tax rebate lines before the invoice is modified.

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If the Modify Invoice wizard is configured to display a warning message when the difference between the amount invoiced for an item and the discounted price of the item (from the orderline of the displayed invoice) exceeds the threshold set in the Session Settings wizard, the following message displays. “WARNING: The difference between order price and invoice price exceeds the threshold.”

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If the Modify Invoice wizard is configured to display a warning message when the total quantity invoiced is greater than the quantity received on the orderline of the displayed invoice, the following message displays. “WARNING: The quantity invoiced is greater than the quantity received.”

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The wizard properties and/or invoice search window can be configured to display a warning message during an invoice search if the invoice being looked up has invoice line validation amount errors, quantity errors, or both. The warning message window can include multiple warnings, depending on how many invoice lines do not pass validation and for what reason(s). The Display Invoiceline tool and Modify Invoiceline tool are available in the warning message window for you to view and edit a specific invoice line that did not pass validation. If the invalid invoice line is linked to an order, the Display Orderline and Modify Orderline tools are available for you to view and edit the orderline.