Editing an Approved Statement Header

You can edit a statement header that has already been approved if you have passkey security. The following table outlines the passkey feature that affects this process and what changes the feature permits:

Passkey Feature

Changes you can make

Change Statement Header after Statement Approval

You can change Checks and Notes fields, vendor, statement number, and statement date. (For more information on these fields, see Editing an Approved Statement Header.)

Constraints

You cannot change the statement after approval without passkey security for changing statement headers after approval. (For more information on passkeys, see “Security” in the Acquisitions Setup Guide.)
You cannot change approved statement header amounts and currencies, extra charge types, amounts and budgets, or non-title statement amounts, currencies, and budgets without undoing the statement approval. (For more information, see Undoing an Approval for a Statement.)
You cannot add a line to a statement after it has been approved.

To edit an approved statement header

1 Find the statement that you want to change.
2 Choose Header.

Horizon displays the Statement Header window:

3 Edit these fields, as necessary:
Vendor. Click the Vendor button to search for a new vendor. If the new vendor uses different currency, you cannot save your change without first changing the currency back to the original value.
Number. Enter any changes to the number of this statement. It should match the number on the statement you received from the vendor, unless you entered your own number.
Date. Enter any changes to the statement date, or the date that payment is due for the statement.
Checks. In this group, enter any changes to the numbers, dates, and amounts of the checks issued to pay for the statement.
Notes. Enter any changes to notes relating to this statement.

For more information on the fields in the Statement Header, see Edit Statement Header Window.

4 Change any fields that your library has created and defined.
5 Save the file.

Horizon returns to the statement window.

 


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