title | description | author | ms.topic | ms.devlang | ms.reviewer | ms.search.keywords | ms.search.form | ms.date | ms.author | ms.service |
---|---|---|---|---|---|---|---|---|---|---|
Edit Posted Sales and Purchase Documents |
This topic explains how to update information on a posted document like a sales shipment or purchase invoice when relevant information has changed. |
brentholtorf |
conceptual |
al |
bholtorf |
Posted document, editable, posted sales shipment, posted purchase invoice, posted return shipment, posted return receipt, Business Central, business document |
130, 138, 142, 146, 6660, 6662, 6650, 6652 |
06/10/2021 |
bholtorf |
dynamics-365-business-central |
Sometimes you have to update a posted document because information that is relevant to the document has changed. On a posted sales document, this can be the shipping agent's package tracking number, for example. On a posted purchase document, this can be a payment reference text.
You perform the change on an editable version of the original document, indicated by "- Update" in the page title. The page contains a subset of the fields on the original document, of which some are non-editable fields that are shown for information only.
The functionality is available for the following documents across all supported markets:
- Posted Sales Shipment
- Posted Purchase Invoice
- Posted Return Shipment
- Posted Return Receipt
The following additional documents can be edited in the specified countries or regions:
- ES: Posted Sales Invoice, Posted Sales Credit Memo, Posted Purchase Credit Memo
- APAC: Posted Sales Credit Memo, Posted Purchase Credit Memo
- RU: Posted Sales Credit Memo
- IT: Posted Transfer Shipment, Posted Service Shipment
The following explains how to edit a posted sales shipment. The steps are similar for the other supported documents.
- Choose the icon, enter Posted Sales Shipments, and then choose the related link.
- Select the document that you want to edit, and then choose the Update Document action. Alternatively, open the document and then choose the action.
- On the Posted Sales Shipment - Update page, edit the Package Tracking No. field, for example.
- Choose the OK button.
The posted sales shipment is updated.
Posting Documents and Journals
Find Related Entries for Documents
Purchasing
General Business Functionality
[Work with [!INCLUDEprod_short]](ui-work-product.md)
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