Edit a paid invoice to attach purchase order lines

Edit a paid invoice to attach the Purchase Order lines

Select the blue Invoiced line and click the "Invoice" button to open the AP Invoice. 

Because the invoice has been paid, it will show at the top as "Locked". You will not be able to edit any of the information at the top, but you can change the distribution lines at the bottom. We will change the distribution lines to assign the PO lines from the estimate. 

First, key the PO number at the top middle of the invoice screen and select the "Received" button. This will load your received lines for that PO. Edit the "Act List" and "Act Cost" as needed (note, the total of the Costs will need to match the invoice total or you will not be able to save). Click the green check button to set the lines. 

Second, remove the placeholder line that you added when creating the original invoice by selecting it and clicking the red "-" icon. 

When the sum of your PO lines matches the Invoice Cost, you will be able to save. 

When you refresh your Purchases Assistant screen, your lines will correctly show as Invoiced. You will also no longer have the "Cost, No Sale" and "Sale with No Cost" exceptions.