Saving a Step when the Original AP Invoice Can be Used Again

 

When an AP check is voided, a capital “V” will be inserted in the left most position of the original AP Invoice Number the check relates to.  This changes the Invoice Number and makes it easier to spot in the AP Invoice History View. Let's say you are about to Void an AP Check and you know that in fact you will need that AP Invoice again since a new AP Check will be issued against that AP Invoice.

If you know you will have to do this before “Voiding” the AP Check, the following method that will save you time:

1.      Before voiding the AP Check, ‘Open’ an AP Invoice F/M Add mode form.  This form will be empty except for any default values placed there by the system.  These can be changed.

2.      Drop the original AP Invoice from AP Invoice History View onto this form and double check that the new AP Invoice is to your liking.  Make any changes to it you desire but do not ‘Save’ it yet.

3.      Now Void the AP Check.

4.      You may now ‘Save’ the AP Invoice F/M Add mode form.  A duplicate of the original AP Invoice or one with the changes you just made to it, will now reside in AP Open Invoice View.

This “Tip” will save you time over trying to recreate some of your more complicated AP Invoices from scratch.  In any case it a relatively simple process.

Note: The new AP Check created will require a new check number if even only slightly different than the original check number it is replacing