Epicor - Posted Invoice - How to Update Fields?

Epicor ERP 10
1

Epicor Version: 10.2.300.9

Dear All
I have a requirement to update few fields after the AP Invoice has been posted such as:

Invoice Date.
Description
UD Field

I have checked in the Posted Invoice Maintenance but found that the fields are blocked.
I understand that the fields are blocked due to standard functionality, however Is there a way to allow above mentioned fields to make it editable?

2

What is the use case? Updating posted invoice info breaks a lot of rules to do it.

3

Have you tried an Updateable BAQ? The UD fields should be changeable, but if it fails, you can write some basic code.
Don’t change the date though. It may have consequences.

4

^ [jgiese.wci] I have raised the point to our functional team to find out the use case as I also identified that the Invoice Date and Invoice Description are also saving in TranGLC while Payment is being recorded.

^ Jason_Woods - I tried to change the Read only Properties of the EpiData View (APInvHed) but this does not allow, I believe same will be restricted on Dashboard Update Level.

5

Most certainly you cannot (should not) change the invoice date

1 Like
6

^ [josecgomez] - I agree with you, but you mentioned only invoice date, what about the other fields ?

7

Any fields is breaking the rules but particularly worrisome was that invoice date

8

Ok - Lets ignore the Invoice Date , is there a way to Edit the Inv Description and a UD Date field ?

9

Not without breaking the business logic. But you may be able to do the UD using a UBAQ

10

The general rule and best practice is when anything is posted, there is no change allowed/should be allowed. Even if you may be able to do this, Epicor will certainly remove this in future since as Jose mentioned it breaks the business logic.

Vinay Kamboj

11

We ran into the posted invoice debate with AR – e.g. 100+ line order that went to the wrong salesrep. There are certain fields the DMT will let you update, and we found sales rep is one of them. If you have the DMT you might be able to hit the UD field that way.

As for invoice date, I thought there were a couple things you could do within Epicor itself on AP posted invoices - e.g. change terms or pay date. Once you have your use case you may want to look there.

Jenn

12

I am replying too late, here the requirement is to update the Invoice Date specifically that is not available through DMT even. What business logic this may break if we update it after posting ? I believe same applies on Pay Date.