Viewing and Editing an AP Debit Memo

If you have the appropriate permissions, you may edit an AP Debit Memo if it has one of the following statuses:

  • Not Yet Submitted

  • Submitted

  • Approval in Progress

  • Pending Revision

Typical Edits to an AP Debit Memo

  • Usually, the creator of the AP Debit Memo edits a Not Yet Submitted AP Debit Memo, then submits it.

  • An Approver will normally have permissions to edit certain details of an AP Debit Memo, or revise it. See Revising an AP Document.

View or Edit an AP Debit Memo

To edit an AP Debit Memo:

  1. Open AP Invoices. See Opening AP Invoices.

  2. On the AP Invoices page, search for the AP Debit Memo to edit or view.

  3. Click the Invoice Number to open the AP Debit Memo.

  4. Make any of the following updates on the AP Debit Memo header, as required:

    • Edit any of the header details.

    • Change a line’s Quantity or Unit Cost.

    • Delete a line by selecting the Remove RemoveIcon button.

  5. To edit a line’s details, click the Edit LineEditBtn button to open the line.

    1. You can edit any line details that are enabled.

    2. Click Apply to save your changes.

    3. Click OK to close the line details page.

  6. Click Apply or OK to save your changes.

  7. After editing the AP Debit Memo, you can Submit it.