Edit an AP adjustment

You can edit any aspect of an adjustment when the following is true:

  • The adjustment is in a Posted state.
  • You have not closed the books yet.
  • You have the Accounts Payable permission for Adjustments: Edit.

To edit an adjustment that's in a Selected or Paid state, or to edit the adjustment after you closed the books, reclassify it.

In Accounts Payable, a credit memo adjustment increases the amount you owe a supplier. A debit memo adjustment decreases the amount you owe.
Subscription Accounts Payable
User type Business
Permissions Adjustments: Add
  1. Go to Accounts Payable > All > Payments > Adjustments.
  2. Find the adjustment that you want to edit.
  3. Select Edit at the end of the row.
  4. Make your changes.
  5. Select Submit.
  1. Go to Accounts Payable > All > Payments > Adjustments.
  2. Find the adjustment that you want to edit.
  3. Select Edit.
  4. Make your changes.
  5. Select Submit.

Special cases

While some of the information on the AP Adjustment page can be easily changed, editing other fields require a different approach.

Field

Solution

Notes

Type

After you post an adjustment, you cannot edit the Type.

To change the adjustment type from a debit memo to a credit memo, or vice versa, delete or reverse the adjustment and create a new one.

How do I know whether to reverse or delete a transaction?

  • You can delete an adjustment if you have not applied the adjustment to an AP supplier invoice.
  • You can reverse the adjustment if you applied the adjustment to an AP supplier invoice.

Date (for adjustments associated with projects)

Editing a date in an AP supplier invoice, AR sales invoice, or adjustment associated with a project requires you to do one of the following: 

  1. Edit the transaction to remove the project, then post it.
  2. Edit the transaction to change the date, then post it.
  3. Edit the transaction to add the project back in, then post it.
  

For partially paid or fully applied adjustments:

Field

Solution

Notes

GL account

If the adjustment has been partially or fully applied, to change the general ledger account and other information, such as dimensions, select Reclassify.

You can only reclassify if Accounts Payable is configured to allow reclassification for transactions and if you have the appropriate permissions.

Amount

To change the amount of the adjustment after you apply it to a AP supplier invoice, create a new debit or credit memo to adjust the amount owed to the supplier as required.