Self-Serve Utility - Remove Invoice Correction

Overview

Updated 06/23/2021

This utility enables the removal of any invoice corrections in branches to which the user has access. This AQ also includes:

• run phases displaying what information will be updated or removed
• a table backup in the event the Support department has to restore any data afterward
• an option to remove associated payments to the invoice

Requirements

The user must have access to Admin Tools.

AQ Parameters

Parameter	Description
Invoice Number	The unique number of the invoice being corrected.
Remove All AR Payments	Values include: Yes - Removes all AR payments associated with the invoice No - Keeps all AR payments associated with the invoice
Run Phase	Values include: Analysis - displays what information will be updated or removed BackUp - a table backup in the event the Support department has to restore any data afterward. The Commit phase requires a new backup if the last backup took place longer than one hour prior to the latest commit attempt.   Commit - enacts the update or removal of information An analysis is recommended before committing a change.

 

 

 

User Access

1. Navigate to Start Page > Actions menu > Admin Tools > Category = System > Report > Report tab
   
   
2. Type the name of the targeted AQ in the Title column to search for the report by name. 
   
   
   
   
3. Click the row of the report in the grid.
   
   
4. In the Report Users section, select User or Group.
   
   
5. Place a check mark in the User or Group check box to enable the report for that user or group.
   
   
6. Click Save.
   
   
7. A "Save Complete" confirmation pop-up displays. Click OK. The AQ is now available to the selected user or group. 
   
   
   • The application may have to be restarted for the AQ change to take effect. 

 

Usage

1. From the Main Menu, navigate to Report > Reports
   
   
2. From the Report Category list, click Self-Serve Utilities.
   
   
   
   
3. Select the AQ from the Report area on the right. The AQ opens in a new window.
   
   
4. Enter the invoice number of the invoice being corrected.  
   
   
5. In the Remove All AR Payments row, select Yes or No from the value column's drop-down menu to choose whether to remove or keep AR payments associated with the invoice. 
   
   
6. In the Run Phase row, select Analysis, BackUp, or Commit from the value column's drop-down menu to analyze what information what will be changed, to back up the invoice data before making changes, or commit a change to the invoice, respectively. 
   • Backup phase is required before applying the Commit phase.
   • The Commit phase requires a new backup if the last backup took place longer than one hour prior to the latest commit attempt.  
   • Payments affiliated with correcting invoice are required to be backed out on commits.
     
     
     
     
7. Click Run Query. Changes will be made to the invoice per values selected from the Run Phase drop-down menu. 

 

 

 

Results of using the Utility

Removal of any invoice errors will be messaged in the lower-left. Any utility processing errors will also be displayed in the messaging area. 

 

 

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