Edit Invoice Record Details

The status of the invoice determines which fields you can edit on the Details view. For more information, see View or Edit an Invoice.

To edit information on the Details view

  1. On the Invoice workform, select the Details view.

  2. Do one or more of the following:

    • Select the library that owns the invoice from the Owner list.

      Note:
      Organizations appear in the Owner list if you have the Invoices: Modify permission for the organization.

    • To select a different supplier, select FIND. Use the Find Tool to search for a supplier and select it. Then select OPEN.

      Note:
      When you select a different supplier, Leap automatically applies the supplier's current discount rate to the invoice.

    • Enter plan information in the Plan box.
    • Select the invoice transmission method from the Transmission Method list.
    • To indicate that the invoice should be closed by a certain date (and that no payments or credits should be made after this date), enter a date in the Closing Alert Date box.
    • Enter a payment due date in the Payment Due Date box.
    • Enter the date that the invoice materials were received in the Receipt Date box.
    • Enter the date that invoice materials were shipped in the Shipped Date box.
    • Enter any notes about the invoice in the Note box.

  3. Do one of the following: