Making Changes to a Purchase Proforma Invoice: Editing & Deleting a Purchase Proforma Invoice

Aedon allows us to correct mistakes subject to certain restrictions. Be reassured that the corrections and changes are recorded in the Audit History.

Note that Purchase Proforma Invoices do not create Ledger Entries. A Purchase Proforma Invoice has no effect on the financial records and cannot be Posted.

Note that the Lock Date has no impact on Purchase Proformas because they do not create Ledger Entries.

Types of Change
There are two types of change that you can make:

1. Editing – You can make an edit to all the fields, when the Posting Status is draft.
2. Deleting – You can delete a Purchase Order, when the Posting Status is draft.

Editing & Deleting Restrictions
Once a Purchase Proforma Invoice is converted to a Purchase Invoice, no further editing or deletions are allowed. This process cannot be reversed.
The Lock Date does not apply to Purchase Proforma Invoices.

Make an Edit

Step-by-Step Process

1. Select the Transaction.
2. Make the changes.
3. Click Save.

Deleting

Step-by-Step Process

1. Select the Transaction.

Click Delete.