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 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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