Sage Paperless Construction: How to correct an invoice that you already exported
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Cause
Resolution

Do one of the following:

Edit the payable invoice in your accounting products only (Sage 300 CRE or Sage 100 Contractor).

Edit the payable invoice in your accounting product.  Don't change the payable invoice record in Sage Paperless Construction.

Edit the payable invoice in Sage Paperless Construction and edit the payable invoice in your accounting products (Sage 300 CRE or Sage 100 Contractor).

 NOTE: Commitment, Purchase Orders, and Receipts that you completed or fully invoiced can give errors that prevent the processor from saving changes to the invoice. If an error occurs, delete the original invoice or adjust your warning settings. See the "Edit and re-export" option below. 

  1. In Sage Paperless Construction, browse to Invoice Manager.
  2. Change the dropdown menu at the top right to Exported.
  3. Select the invoice.  Click the button Reset for Edit.
  4. Change the dropdown menu to Reset for Edit.
  5. Select the invoice and click View Invoice.
  6. Make the required changes to the payable invoice.
  7. Click Save.
  8. Close the invoice.
  9. Go to Approved invoices.
  10. Select the invoice.
  11. Click Set to Exported, on the right of the window).
  12. Click Close on the Invoice Manager window.
  13. Open your accounting software (Sage 300 CRE or Sage 100 Contractor) and edit the payable invoice.

Edit and re-export the payable invoice in Sage Paperless Construction

  1. In accounting (Sage 300 CRE or 100 Contractor), void any payments and delete or void the payable invoice.
  2. Open Sage Paperless Construction and Invoice Manager.
  3. Change the dropdown menu in the upper right to Exported.
  4. Select the payable invoice and click Reset for Edit.
  5. Change the dropdown menu to Reset for Edit.
  6. Select the invoice and click View Invoice.
  7. Make the required changes to the payable invoice.
  8. Changes will vary according to the situation. Make corrections to the actual payable invoice record.
  9. Change the status of the payable invoice record to re-route it.
  10. Approve and export the corrected payable invoice to your accounting software (Sage 300 CRE or Sage 100 Contractor).
[BCB:156:Chat 300 CRE US:ECB]

 

 

Steps to duplicate
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How to void an Accounts Payable payment
Sage Paperless Construction: How do I clear AP Invoices that are "stuck" in Paperless?