Editing the Group for a Record in an Invoice

You can edit the FUND and LOCATION fields for a record in an invoice.

If the Action column contains the value "Skip", a record in the invoice contains invalid data. If the FUND and LOCATION field is invalid, you can correct the record by using the Edit Group option. Edits to these fields made with the Edit Group option do not display in the editor until after the invoice is processed.

To edit the FUND and LOCATION fields:

1. Choose Import Invoices from the Function list.
2. Choose the Accept/Reject tab.
   
3. Choose a session from the Session drop-down menu.
   
4. Choose an invoice.
5. Choose Select. If Sierra finds a potential duplicate invoice, the system displays the Duplicate Invoice dialog. If no duplicate invoices are found, the invoice displays.
   
6. Select the orders you want to edit and choose Edit Group.
7. To edit the fund, enter a fund code in the Fund text box. To edit the location, enter a location code in the Location text box.
8. When you are finished making your edits, choose OK.