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Editing an Invoice

You can edit the information for an existing invoice. You can edit the value of the invoice by editing the individual line items on the invoice's Line Items page. To edit an invoice, you do not need permission to read the parent contract. Your security role must have permission to edit invoices. For more information, see "About Security Permissions".

Note: If you are editing a pre-commit invoice other than the most recent one, you can specify whether Proliance should apply the changes to invoices older than the one you are editing. To do so, click Update Line Items on the invoice's Line Items page, and select Update 'Previous' Values from all previous invoices from the Update Line Items dialog box.

Whenever you open the most recent pre-commit invoice for viewing, Proliance automatically applies changes from pre-commit invoices with a lower sequence number.

To edit an invoice

  1. Open the Invoices register. 
  2. Select the invoice to edit.
  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    5. Headings marked with an asterisk (*) are required. All other headings are optional.

  5. Click Save.

    6. Proliance saves the page.

  6. Click Exit Edit Mode when you are finished editing.

    7. What can I do now?

Note:

  • You can only edit the Scheduled Amount and Scheduled Qty columns on the most recent invoice for a contract.
  • Proliance automatically copies any changes that you make to a line item's invoicing information to any associated allocations. For more information, see "About Invoicing Information". This applies only if BCM integration has been enabled in the workspace and the invoice.
  • Proliance performs tests to determine whether or not your edit makes it necessary to update other values in the line item. For more information, see "About Invoice Line Item Recalculation".