System Process Document

Adjusting Invoices

Department
Responsibility/Role
File Name 678373444.docx
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Document Generation Date 1/29/2018 4:39:00 PM
Date Modified 1/29/2018 4:39:00 PM
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Status

Adjusting Invoices
Trigger:

Concept
For most invoice types, authorized users can make adjustments to invoice details,
distributions, and scheduled payments, even if the invoice has been accounted or paid.  
 
After you make an adjustment to an invoice, you may need to submit the Invoice Validation
request before you can pay it. If you adjust payment terms or any scheduled payment
information on a validated invoice, you do not need to resubmit the Invoice Validation
request. 
 
In this topic, you will adjust invoices.  

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Adjusting Invoices

Procedure

Step Action
1. Begin by navigating to the Invoice Workbench page.

Click the vertical scrollbar.

2. Click the Payables, Vision Operations (USA), Standard link.

3. Click the Invoices link.

4. Click the Entry link.

5. Click the Invoices link.

6. Use the Invoice Workbench page to enter, adjust, and review your invoices and
invoice batches.

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 System Process Document
Adjusting Invoices

Step Action
7. Click the View menu.

or Press [Alt+V].
8. Click the Query By Example menu.

9. Click the Enter menu.

or Press [E].
10. Click in the Invoice Num field.

11. Enter the desired information into the Invoice Num field. Enter "INV04".
12. Click the View menu.

or Press [Alt+V].

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System Process Document
Adjusting Invoices

Step Action
13. Click the Query By Example menu.

14. Click the Run menu.

or Press [R].
15. Click the horizontal scrollbar.
16. Click in the Invoice Amount field.

17. Enter the desired information into the Invoice Amount field. Enter "1500".
18. Click the 2 Lines tab.

19. Click the OK button.

or Press [Alt+O].
20. Click in the Num field.

21. Click in the Amount field.

22. Enter the desired information into the Amount field. Enter "500".
23. Click the Actions... 1 button.

or Press [Alt+c].
24. Use the Invoice Actions page to select if the invoice adjustment requires
validation.

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 System Process Document
Adjusting Invoices

Step Action
25. Click the Validate option.

26. Click the OK button.

or Press [Alt+K].
27. You have successfully adjusted an invoice.
End of Procedure.

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