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Editing a receipt

Use this page to change the reference data of a saved receipt: carrier, supplier, PO, door, dates, shipping data.

Before you start​

  • You can edit while the receipt is Open, InProgress or OnHold. A Closed or Cancelled receipt is read only.
  • You need the right to update receipts (update_receipt). By default ADMIN, MANAGER and OPERATOR have it.

Steps​

  1. On the list Receipts, click the receipt.
  2. Change the fields on the tabs Header, Dates or Shipping.
  3. Click Save.

What you cannot change​

FieldWhy
Receipt Number, OwnerThey identify the receipt. Read only after the first save.
Status, CompletionThe commands set them.
Receipt TypeRead only, except for Sscc and CaseLevel receipts in status Open.
Effective Date, Close DateThe server does not accept them on update. See Dates tab.

What changes​

  • The table receipt is updated with the fields you changed. Fields you did not touch are not sent.
  • version of the receipt is not changed by a header save, and the save does not check the version. Two people can overwrite each other's header changes.
  • One audit row is written for each changed field.
  • Lines, stock and status do not change.

What can go wrong​

MessageMeaningFix
receipt {id} is {status} — cannot edit receipt reference in its current lifecycle stateThe receipt is Closed or Cancelled.Nothing can be edited.
An "unknown field" refusalYou changed Effective Date or Close Date.Undo the change in these two fields.
owners {id} not foundA carrier or supplier of the wrong type.Pick the right owner.

Not confirmed by code: the exact text the screen shows for the "unknown field" refusal. To verify: change Effective Date on a saved receipt and press Save.