SO Invoice Correction: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the correcting of SO invoices, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
Before you begin correcting SO invoices, you should make sure the needed settings have been specified and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Sales Orders Preferences (SO101000) form, Inventory Preferences (IN101000) form | Make sure that all necessary settings related to sales orders and inventory have been specified, as described in Configuration of Order Management: General Information. |
| Order Types (SO201000) form | Make sure that the SO order type is active and has been configured, as described in Sales Order Types: To Configure the SO Order Type. |
| Customers (AR303000) form | Make sure that all needed customers have been defined in the system, as described in Customers: Implementation Activity. |
Other Settings That Affect the Workflow
You can affect the workflow of correcting invoices by specifying additional settings as follows:
- To cause correction invoices and cancellation credit memos to be created with the Balanced (instead of On Hold) status, clear the Hold Documents on Entry check box on the General Settings tab of the Accounts Receivable Preferences (AR101000) form.
- To cause general ledger batches generated during the processing of sales documents to be posted automatically, select the Automatically Post on Release check box on the General Ledger Preferences (GL102000) form. For information on processing general ledger batches, see GL Transactions: General Information.
Testing of Settings
To make sure that all settings are configured correctly, we recommend that for testing purposes, you correct an SO invoice, as described in SO Invoice Correction: To Correct an SO Invoice, and cancel an SO invoice, as described in SO Invoice Correction: To Cancel an SO Invoice.